See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $27,591 |
UHY LLP2 years Service code 13 605 W 47TH ST · KANSAS CITY, MO 64112 | Contract Administrator | $10,000 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $3,536 |
WOODBURY FINANCIAL SERVICES4 years Filed as: WOODBURY FINANCIAL SERVICES INC Service code 55 7755 3RD ST N · OAKDALE, MN 55128 | Other Commissions | $3,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,463 | $47,126-56.6% | $149,673-86.3% | $74,419-72.5% |
| Participation rate | 42.7% | 63.4%-20.7pp | 78.8%-36.0pp | 70.7%-28.0pp |
| Annual return | 17.55% | 22.75%-5.2pp | 134.42%-116.9pp | 34.38%-16.8pp |
| Employer contribution / active EE | $1,033 | $1,905-45.8% | $4,818-78.6% | $2,637-60.8% |
| Participant deferral / active EE | $1,605 | $2,728-41.1% | $5,680-71.7% | $4,528-64.5% |
| Admin fee / account holder | $265 | $343-22.7% | $13,210-98.0% | $348-23.9% |