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 | $48,302 |
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,500 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $10,999 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $44,796 | $47,126-4.9% | $149,673-70.1% | $74,419-39.8% |
| Participation rate | 40.3% | 63.4%-23.1pp | 78.8%-38.5pp | 70.7%-30.5pp |
| Annual return | 15.04% | 22.75%-7.7pp | 134.42%-119.4pp | 34.38%-19.3pp |
| Employer contribution / active EE | $239 | $1,905-87.5% | $4,818-95.0% | $2,637-90.9% |
| Participant deferral / active EE | $1,551 | $2,728-43.2% | $5,680-72.7% | $4,528-65.8% |
| Admin fee / account holder | $250 | $343-27.0% | $13,210-98.1% | $348-28.1% |