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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $214,135 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $177,954 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC Service code 27 DBA CREATIVE PLANNING · OVERLAND PARK, KS 66211 | Advisory (Plan) | $84,999 |
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 | $82,422 | $241,101-65.8% | $103,333-20.2% | $199,593-58.7% |
| Participation rate | 97.0% | 78.3%+18.8pp | 74.5%+22.5pp | 72.0%+25.1pp |
| Annual return | 18.08% | 17.80%+0.3pp | 24.88%-6.8pp | 34.25%-16.2pp |
| Employer contribution / active EE | $6,720 | $4,244+58.3% | $3,868+73.7% | $3,034+121.5% |
| Participant deferral / active EE | $10,437 | $3,958+163.7% | $5,057+106.4% | $5,087+105.2% |
| Admin fee / account holder | $162 | $288-43.6% | $8,355-98.1% | $269-39.6% |