See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $231,100 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,512 | $53,136+55.3% | $155,509-46.9% | $199,593-58.7% |
| Participation rate | 76.5% | 64.1%+12.5pp | 78.2%-1.7pp | 72.0%+4.6pp |
| Annual return | 20.35% | 41.15%-20.8pp | 64.67%-44.3pp | 34.25%-13.9pp |
| Employer contribution / active EE | $4,389 | $1,851+137.1% | $4,672-6.1% | $3,034+44.6% |
| Participant deferral / active EE | $8,586 | $3,161+171.7% | $5,626+52.6% | $5,087+68.8% |
| Admin fee / account holder | $164 | $185-11.4% | $15,912-99.0% | $269-38.9% |