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 10-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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $32,944 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,500 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $12,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $609 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,082 | $86,655-44.5% | $119,609-59.8% | $66,914-28.1% |
| Participation rate | 96.1% | 75.6%+20.5pp | 79.3%+16.8pp | 69.8%+26.2pp |
| Annual return | -15.46% | -8.00%-7.5pp | -14.97%-0.5pp | 1.58%-17.0pp |
| Employer contribution / active EE | $879 | $2,536-65.3% | $4,232-79.2% | $2,544-65.4% |
| Participant deferral / active EE | $4,417 | $4,358+1.4% | $5,602-21.1% | $4,237+4.3% |
| Admin fee / account holder | $236 | $755-68.7% | $10,323-97.7% | $593-60.2% |