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 | $100,800 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $80,558 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $75 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $129,770 | $160,882-19.3% | $200,582-35.3% | $102,872+26.1% |
| Participation rate | 96.6% | 91.2%+5.4pp | 86.9%+9.7pp | 73.0%+23.6pp |
| Annual return | 15.01% | 18.15%-3.1pp | 42.33%-27.3pp | 19.06%-4.1pp |
| Employer contribution / active EE | $3,757 | $5,602-32.9% | $6,419-41.5% | $3,526+6.5% |
| Participant deferral / active EE | $8,664 | $9,300-6.8% | $9,331-7.2% | $5,535+56.5% |
| Admin fee / account holder | $79 | $125-36.3% | $16,305-99.5% | $292-72.8% |