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 6-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 | $147,634 |
Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $70,089 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,705 | $241,101-89.3% | $103,333-75.1% | $199,593-87.1% |
| Participation rate | 50.9% | 78.3%-27.4pp | 74.5%-23.6pp | 72.0%-21.1pp |
| Annual return | 12.69% | 17.80%-5.1pp | 24.88%-12.2pp | 34.25%-21.6pp |
| Employer contribution / active EE | $234 | $4,244-94.5% | $3,868-93.9% | $3,034-92.3% |
| Participant deferral / active EE | $2,479 | $3,958-37.4% | $5,057-51.0% | $5,087-51.3% |
| Admin fee / account holder | $209 | $288-27.4% | $8,355-97.5% | $269-22.4% |