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 | $158,402 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $85,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,535 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,985 | $106,028-34.9% | $146,958-53.1% | $77,643-11.2% |
| Participation rate | 97.6% | 78.4%+19.2pp | 82.2%+15.4pp | 70.6%+27.0pp |
| Annual return | 15.91% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,821 | $4,063-30.6% | $4,933-42.8% | $2,726+3.5% |
| Participant deferral / active EE | $9,702 | $7,990+21.4% | $8,070+20.2% | $4,647+108.8% |
| Admin fee / account holder | $280 | $337-17.1% | $12,998-97.8% | $430-35.0% |