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 6-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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $126,335 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $56,230 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,687 | $50,815-55.4% | $155,509-85.4% | $77,643-70.8% |
| Participation rate | 91.1% | 63.1%+27.9pp | 78.2%+12.9pp | 70.6%+20.5pp |
| Annual return | 21.17% | 34.80%-13.6pp | 64.67%-43.5pp | 31.24%-10.1pp |
| Employer contribution / active EE | $2,015 | $1,993+1.1% | $4,672-56.9% | $2,726-26.1% |
| Participant deferral / active EE | $4,997 | $2,822+77.1% | $5,626-11.2% | $4,647+7.5% |
| Admin fee / account holder | $156 | $437-64.4% | $15,912-99.0% | $430-63.8% |