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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $82,137 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,000 |
LUTZ & COMPANY, PC2 years Filed as: LUTZ & COMPANY PC Service code 99 13616 CALIFORNIA ST STE 300 · OMAHA, NE 68154 | Other Fees | $26,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,256 | $108,549+32.0% | $156,263-8.3% | $85,563+67.4% |
| Participation rate | 96.1% | 77.1%+19.1pp | 78.9%+17.2pp | 66.0%+30.2pp |
| Annual return | 15.72% | 21.79%-6.1pp | 59.47%-43.8pp | 31.51%-15.8pp |
| Employer contribution / active EE | $5,872 | $2,690+118.3% | $4,333+35.5% | $2,654+121.3% |
| Participant deferral / active EE | $9,059 | $4,800+88.7% | $6,158+47.1% | $4,375+107.1% |
| Admin fee / account holder | $128 | $650-80.4% | $14,255-99.1% | $834-84.7% |