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 7-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 | $27,586 |
MY GROUP LLC1 year Filed as: HM&M GROUP, LLC Service code 10 12221 MERIT DR STE 1800 · DALLAS, TX 75251 | Accounting | $13,425 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,250 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $6,250 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,311 | $79,171-26.3% | $102,423-43.1% | $74,495-21.7% |
| Participation rate | 95.0% | 74.8%+20.3pp | 76.5%+18.6pp | 67.2%+27.8pp |
| Annual return | 16.58% | 54.93%-38.4pp | 29.32%-12.7pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $2,849 | $2,362+20.6% | $3,023-5.8% | $2,623+8.6% |
| Participant deferral / active EE | $5,954 | $4,415+34.9% | $5,053+17.8% | $4,346+37.0% |
| Admin fee / account holder | $250 | $2,001-87.5% | $9,451-97.4% | $1,942-87.1% |