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 INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $299,044 |
LOCKTON INVESTMENT ADVISORS, LLC8+ years Service code 27 · EIN 20-8874282 | Advisory (Plan) | $50,680 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 27 · EIN 43-1270780 | Advisory (Plan) | $8,312 |
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 | $155,059 | $86,897+78.4% | $151,611+2.3% | $64,808+139.3% |
| Participation rate | 78.8% | 87.3%-8.5pp | 87.5%-8.7pp | 71.5%+7.3pp |
| Annual return | -16.47% | -3.57%-12.9pp | 3.33%-19.8pp | 32.82%-49.3pp |
| Employer contribution / active EE | $4,028 | $4,010+0.5% | $6,166-34.7% | $2,506+60.7% |
| Participant deferral / active EE | $9,766 | $6,690+46.0% | $8,363+16.8% | $4,310+126.6% |
| Admin fee / account holder | $264 | $153+72.9% | $11,616-97.7% | $188+40.8% |