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 |
|---|---|---|
CREATIVE PLANNING LLC2 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,459 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $31,368 |
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 | $86,636 | $62,127+39.4% | $81,382+6.5% | $74,495+16.3% |
| Participation rate | 65.9% | 64.0%+1.9pp | 69.5%-3.5pp | 67.2%-1.3pp |
| Annual return | 11.99% | 16.48%-4.5pp | 24.73%-12.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $2,475 | $1,882+31.5% | $2,463+0.5% | $2,623-5.7% |
| Participant deferral / active EE | $4,470 | $3,229+38.4% | $3,883+15.1% | $4,346+2.9% |
| Admin fee / account holder | $359 | $1,934-81.4% | $5,768-93.8% | $1,942-81.5% |