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 8-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 | $26,182 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $8,790 |
Filed as: LOCKTON FINANCIAL ADVISORS, LLC Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $7,053 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $472 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,104 | $72,607-50.3% | $90,749-60.2% | $66,914-46.0% |
| Participation rate | 75.8% | 73.7%+2.1pp | 75.7%+0.1pp | 69.8%+6.0pp |
| Annual return | 34.32% | -12.28%+46.6pp | -12.16%+46.5pp | 1.58%+32.7pp |
| Employer contribution / active EE | $1,336 | $2,369-43.6% | $2,921-54.2% | $2,544-47.5% |
| Participant deferral / active EE | $3,048 | $3,977-23.4% | $4,564-33.2% | $4,237-28.1% |
| Admin fee / account holder | $170 | $707-76.0% | $8,445-98.0% | $593-71.4% |