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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $13,146 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5440 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $9,113 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,491 |
Filed as: CBIZ BENEFITS & INS SERVICES INC Service code 13 28126 NETWORK PLACE · CHICAGO, IL 606731281 | Contract Administrator | $990 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,067 | $82,664+117.8% | $125,339+43.7% | $68,494+162.9% |
| Participation rate | 80.3% | 75.0%+5.2pp | 82.4%-2.1pp | 67.9%+12.4pp |
| Annual return | -12.10% | -5.97%-6.1pp | 572.05%-584.1pp | -7.84%-4.3pp |
| Employer contribution / active EE | $4,169 | $3,381+23.3% | $4,814-13.4% | $2,596+60.6% |
| Participant deferral / active EE | $9,496 | $6,110+55.4% | $7,446+27.5% | $4,027+135.8% |
| Admin fee / account holder | $265 | $6,275-95.8% | $10,010-97.4% | $5,403-95.1% |