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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,005 |
CREATIVE PLANNING LLC4 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,820 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,645 | $108,549-50.6% | $156,263-65.7% | $85,563-37.3% |
| Participation rate | 91.2% | 77.1%+14.1pp | 78.9%+12.3pp | 66.0%+25.3pp |
| Annual return | 19.06% | 21.79%-2.7pp | 59.47%-40.4pp | 31.51%-12.5pp |
| Employer contribution / active EE | $1,467 | $2,690-45.4% | $4,333-66.1% | $2,654-44.7% |
| Participant deferral / active EE | $4,679 | $4,800-2.5% | $6,158-24.0% | $4,375+7.0% |
| Admin fee / account holder | $196 | $650-69.8% | $14,255-98.6% | $834-76.5% |