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 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,848 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $75,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,744 | $30,147+61.7% | $58,482-16.7% | $80,160-39.2% |
| Participation rate | 29.8% | 34.4%-4.5pp | 50.9%-21.0pp | 72.9%-43.1pp |
| Annual return | 23.92% | 21.97%+2.0pp | 4239.32%-4215.4pp | 40.38%-16.5pp |
| Employer contribution / active EE | $760 | $528+44.0% | $1,053-27.9% | $2,978-74.5% |
| Participant deferral / active EE | $1,749 | $1,249+40.0% | $1,924-9.1% | $5,017-65.2% |
| Admin fee / account holder | $189 | $195-3.0% | $2,516-92.5% | $145+30.3% |