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 | $57,499 |
CREATIVE PLANNING LLC3 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 | $13,451 |
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 | $49,744 | $50,815-2.1% | $155,509-68.0% | $77,643-35.9% |
| Participation rate | 41.6% | 63.1%-21.5pp | 78.2%-36.6pp | 70.6%-29.0pp |
| Annual return | 11.58% | 34.80%-23.2pp | 64.67%-53.1pp | 31.24%-19.7pp |
| Employer contribution / active EE | $247 | $1,993-87.6% | $4,672-94.7% | $2,726-90.9% |
| Participant deferral / active EE | $1,646 | $2,822-41.7% | $5,626-70.7% | $4,647-64.6% |
| Admin fee / account holder | $270 | $437-38.1% | $15,912-98.3% | $430-37.2% |