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 | $116,081-53.8% | $156,181-65.7% | $79,634-32.6% |
| Participation rate | 91.2% | 75.6%+15.6pp | 78.8%+12.4pp | 62.5%+28.7pp |
| Annual return | 19.06% | 15.89%+3.2pp | 64.87%-45.8pp | 36.46%-17.4pp |
| Employer contribution / active EE | $1,467 | $2,828-48.1% | $4,294-65.8% | $2,529-42.0% |
| Participant deferral / active EE | $4,679 | $4,584+2.1% | $6,132-23.7% | $3,835+22.0% |
| Admin fee / account holder | $196 | $854-77.0% | $14,586-98.7% | $1,002-80.4% |