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 | $358,439 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,742 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $39,345 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $12,474 |
Filed as: QDRO CONSULTANTS Service code 16 · EIN 34-1820650 | Consulting | $2,000 |
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 | $241,883 | $129,021+87.5% | $184,203+31.3% | $77,643+211.5% |
| Participation rate | 88.0% | 87.3%+0.7pp | 86.8%+1.2pp | 70.6%+17.5pp |
| Annual return | 17.03% | 33.27%-16.2pp | 28.81%-11.8pp | 31.24%-14.2pp |
| Employer contribution / active EE | $5,504 | $4,413+24.7% | $6,427-14.4% | $2,726+101.9% |
| Participant deferral / active EE | $12,964 | $7,297+77.7% | $9,131+42.0% | $4,647+179.0% |
| Admin fee / account holder | $409 | $254+60.9% | $13,901-97.1% | $430-5.1% |