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 8-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 ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38,146 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,215 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $10,515 |
LOCKTON INVESTMENT ADVISORS, LLC5+ years Filed as: LOCKTON COMPANIES LLC Service code 27 5411 ROSS AVE STE 1200 · DALLAS, TX 75201 | Advisory (Plan) | $10,383 |
Filed as: BENEFIT PLANS, INC. Service code 10 16924 FRANCES STREET, STE 100 · OMAHA, NE 68130 | Accounting | $7,222 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,770 | $73,004+36.7% | $90,749+9.9% | $68,494+45.7% |
| Participation rate | 95.0% | 70.8%+24.2pp | 75.7%+19.3pp | 67.9%+27.1pp |
| Annual return | -13.77% | -13.81%0pp | -12.16%-1.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $58 | $2,193-97.3% | $2,921-98.0% | $2,596-97.8% |
| Participant deferral / active EE | $6,906 | $3,627+90.4% | $4,564+51.3% | $4,027+71.5% |
| Admin fee / account holder | $872 | $5,896-85.2% | $8,445-89.7% | $5,403-83.9% |