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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $216,936 |
CREATIVE PLANNING LLC1+ years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $50,000 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,519 | $57,610+69.3% | $154,803-37.0% | $102,872-5.2% |
| Participation rate | 77.7% | 59.5%+18.3pp | 78.1%-0.3pp | 73.0%+4.7pp |
| Annual return | 19.90% | 30.49%-10.6pp | 58.88%-39.0pp | 19.06%+0.8pp |
| Employer contribution / active EE | $4,491 | $1,883+138.5% | $4,305+4.3% | $3,526+27.4% |
| Participant deferral / active EE | $8,776 | $2,914+201.1% | $5,540+58.4% | $5,535+58.6% |
| Admin fee / account holder | $146 | $368-60.4% | $14,329-99.0% | $292-50.2% |