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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,599 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,124 | $66,098+25.8% | $101,794-18.3% | $74,304+11.9% |
| Participation rate | 95.9% | 53.8%+42.2pp | 69.2%+26.8pp | 60.3%+35.6pp |
| Annual return | 18.89% | 19.59%-0.7pp | 30.53%-11.6pp | 29.43%-10.5pp |
| Employer contribution / active EE | $783 | $1,082-27.6% | $2,289-65.8% | $2,241-65.1% |
| Participant deferral / active EE | $7,620 | $2,781+174.0% | $4,084+86.6% | $3,767+102.3% |
| Admin fee / account holder | $403 | $4,146-90.3% | $8,777-95.4% | $2,969-86.4% |