See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 · EIN 84-0467907 | Recordkeeping | $300,664 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 43-1270780 | Advisory (Plan) | $100,857 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 15 · EIN 84-1532243 | Recordkeeping | $4,732 |
Service code 16 · EIN 34-1820650 | Consulting | $400 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $201,046 | $100,227+100.6% | $169,993+18.3% | $74,419+170.2% |
| Participation rate | 77.9% | 87.3%-9.4pp | 87.0%-9.1pp | 70.7%+7.2pp |
| Annual return | 20.20% | 66.08%-45.9pp | 53.37%-33.2pp | 34.38%-14.2pp |
| Employer contribution / active EE | $4,624 | $4,263+8.5% | $6,785-31.8% | $2,637+75.3% |
| Participant deferral / active EE | $10,722 | $7,143+50.1% | $10,408+3.0% | $4,528+136.8% |
| Admin fee / account holder | $353 | $234+50.6% | $12,815-97.2% | $348+1.5% |