See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,975 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,998 |
DESIGN BENEFITS INC2 years Filed as: DESIGN ELECTRIC INC Service code 99 4807 HEATHERWOOD RD PO BOX 1252 · ST CLOUD, MN 56302 | Other Fees | $22,522 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,320 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,961 | $86,944+42.6% | $107,525+15.3% | $74,304+66.8% |
| Participation rate | 99.3% | 59.6%+39.7pp | 75.1%+24.2pp | 60.3%+38.9pp |
| Annual return | 17.75% | 23.52%-5.8pp | 181.32%-163.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $4,289 | $2,757+55.6% | $3,754+14.3% | $2,241+91.4% |
| Participant deferral / active EE | $6,449 | $3,554+81.5% | $5,116+26.1% | $3,767+71.2% |
| Admin fee / account holder | $577 | $3,727-84.5% | $8,919-93.5% | $2,969-80.6% |