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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,303 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $25,260 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,008 |
Service code 99 3071 PEARL ROAD · MEDINA, OH 44256 | Other Fees | $300 |
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 | $69,510 | $89,282-22.1% | $94,646-26.6% | $74,419-6.6% |
| Participation rate | 97.2% | 82.4%+14.7pp | 80.8%+16.3pp | 70.7%+26.4pp |
| Annual return | 21.32% | 25.96%-4.6pp | 156.71%-135.4pp | 34.38%-13.1pp |
| Employer contribution / active EE | $3,940 | $3,022+30.4% | $3,672+7.3% | $2,637+49.4% |
| Participant deferral / active EE | $13,059 | $8,425+55.0% | $7,418+76.0% | $4,528+188.4% |
| Admin fee / account holder | $96 | $219-56.2% | $7,231-98.7% | $348-72.4% |