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 | $153,743-15.6% | $197,124-34.2% | $103,975+24.8% |
| Participation rate | 96.6% | 91.1%+5.5pp | 86.7%+9.9pp | 72.5%+24.1pp |
| Annual return | 15.01% | 17.60%-2.6pp | 44.34%-29.3pp | 19.41%-4.4pp |
| Employer contribution / active EE | $3,757 | $5,424-30.7% | $6,227-39.7% | $3,722+0.9% |
| Participant deferral / active EE | $8,664 | $9,152-5.3% | $9,135-5.2% | $5,343+62.2% |
| Admin fee / account holder | $79 | $131-39.6% | $16,298-99.5% | $332-76.1% |