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 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $93,266 |
CREATIVE PLANNING LLC3 years Service code 27 · EIN 43-1270780 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,000 |
LUTZ & COMPANY, PC1 year Filed as: LUTZ & COMPANY PC Service code 99 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Other Fees | $21,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,010 | $89,436+48.7% | $164,813-19.3% | $77,643+71.3% |
| Participation rate | 97.1% | 78.6%+18.5pp | 78.6%+18.5pp | 70.6%+26.5pp |
| Annual return | 13.27% | 28.83%-15.6pp | 69.93%-56.7pp | 31.24%-18.0pp |
| Employer contribution / active EE | $5,787 | $2,569+125.3% | $4,341+33.3% | $2,726+112.3% |
| Participant deferral / active EE | $8,812 | $4,897+79.9% | $6,031+46.1% | $4,647+89.6% |
| Admin fee / account holder | $221 | $339-34.9% | $12,690-98.3% | $430-48.7% |