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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $55,981 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $48,603 |
CLIFTONLARSONALLEN LLP2 years Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $9,256 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,092 | $101,317+22.5% | $146,958-15.6% | $74,495+66.6% |
| Participation rate | 87.8% | 75.5%+12.3pp | 82.2%+5.7pp | 67.2%+20.6pp |
| Annual return | 11.83% | 8730.91%-8719.1pp | 418.34%-406.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $3,787 | $3,810-0.6% | $4,933-23.2% | $2,623+44.4% |
| Participant deferral / active EE | $9,833 | $7,303+34.6% | $8,070+21.9% | $4,346+126.3% |
| Admin fee / account holder | $437 | $1,739-74.9% | $12,998-96.6% | $1,942-77.5% |