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 Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $39,425 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,939 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,737 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $2,020 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,786 | $50,982-45.5% | $154,803-82.1% | $85,563-67.5% |
| Participation rate | 40.5% | 59.8%-19.3pp | 78.1%-37.6pp | 66.0%-25.5pp |
| Annual return | 15.17% | 30.35%-15.2pp | 58.88%-43.7pp | 31.51%-16.3pp |
| Employer contribution / active EE | $1,026 | $1,708-39.9% | $4,305-76.2% | $2,654-61.3% |
| Participant deferral / active EE | $1,547 | $2,474-37.5% | $5,540-72.1% | $4,375-64.6% |
| Admin fee / account holder | $305 | $846-64.0% | $14,329-97.9% | $834-63.5% |