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 LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $56,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $50,274 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,690 | $100,923+44.4% | $150,045-2.9% | $74,304+96.1% |
| Participation rate | 87.6% | 70.1%+17.5pp | 82.3%+5.3pp | 60.3%+27.2pp |
| Annual return | 15.09% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.3pp |
| Employer contribution / active EE | $4,385 | $3,463+26.6% | $4,693-6.6% | $2,241+95.7% |
| Participant deferral / active EE | $11,218 | $6,709+67.2% | $7,997+40.3% | $3,767+197.8% |
| Admin fee / account holder | $431 | $2,767-84.4% | $13,435-96.8% | $2,969-85.5% |