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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,774 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $12,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,583 | $26,906+73.1% | $61,373-24.1% | $77,904-40.2% |
| Participation rate | 19.7% | 33.4%-13.7pp | 52.6%-32.9pp | 73.7%-54.0pp |
| Annual return | -11.42% | -14.46%+3.0pp | 338.61%-350.0pp | 12.21%-23.6pp |
| Employer contribution / active EE | $601 | $521+15.4% | $1,159-48.2% | $2,848-78.9% |
| Participant deferral / active EE | $1,379 | $1,180+16.8% | $2,125-35.1% | $4,806-71.3% |
| Admin fee / account holder | $152 | $117+30.1% | $2,130-92.9% | $133+14.8% |