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 | $34,996 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,218 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $50,538 | $91,372-44.7% | $129,995-61.1% | $74,419-32.1% |
| Participation rate | 96.6% | 77.8%+18.8pp | 78.5%+18.1pp | 70.7%+25.9pp |
| Annual return | 17.85% | 23.21%-5.4pp | -137.18%+155.0pp | 34.38%-16.5pp |
| Employer contribution / active EE | $862 | $2,563-66.4% | $4,320-80.0% | $2,637-67.3% |
| Participant deferral / active EE | $4,460 | $4,721-5.5% | $5,820-23.4% | $4,528-1.5% |
| Admin fee / account holder | $229 | $283-19.2% | $10,614-97.8% | $348-34.2% |