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 | $30,657 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,970 |
Service code 27 444 W 47TH ST STE 900 · KANSAS CITY, MO 64112 | Advisory (Plan) | $10,076 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,287 | $56,423+37.0% | $77,163+0.2% | $71,457+8.2% |
| Participation rate | 69.5% | 64.3%+5.2pp | 69.6%-0.1pp | 67.9%+1.6pp |
| Annual return | 14.77% | 19.05%-4.3pp | 37.87%-23.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,456 | $1,866+31.6% | $2,535-3.1% | $2,588-5.1% |
| Participant deferral / active EE | $4,428 | $3,142+40.9% | $3,833+15.5% | $4,289+3.2% |
| Admin fee / account holder | $304 | $1,429-78.7% | $5,472-94.4% | $1,587-80.9% |