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 | $106,155 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $61,362 |
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 | $82,498 | $79,013+4.4% | $100,391-17.8% | $74,495+10.7% |
| Participation rate | 96.8% | 79.5%+17.3pp | 81.5%+15.3pp | 67.2%+29.6pp |
| Annual return | 13.90% | 20.41%-6.5pp | 49.20%-35.3pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $4,688 | $3,021+55.2% | $3,942+18.9% | $2,623+78.7% |
| Participant deferral / active EE | $15,750 | $7,760+103.0% | $8,082+94.9% | $4,346+262.4% |
| Admin fee / account holder | $335 | $1,320-74.6% | $7,899-95.8% | $1,942-82.7% |