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 O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $94,349 |
MILLER COOPER & CO LTD5 years Service code 10 1751 LAKE COOK RD STE 400 · DEERFIELD, IL 60015 | Accounting | $23,500 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $11,263 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,756 |
Filed as: RAYMOND JAMES & ASSOCIATES INC Service code 27 880 CARILLON PKWY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $8,077 |
CREATIVE PLANNING LLC1 year Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $94 |
Filed as: RAYMOND JAMES Service code 27 880 CARILLON PARKWAY · ST PETERSBURG, FL 33716 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,233 | $44,897-75.0% | $84,966-86.8% | $199,593-94.4% |
| Participation rate | 18.3% | 45.7%-27.4pp | 67.5%-49.2pp | 72.0%-53.6pp |
| Annual return | 9.20% | 20.96%-11.8pp | 66.38%-57.2pp | 34.25%-25.0pp |
| Employer contribution / active EE | $237 | $1,365-82.6% | $2,727-91.3% | $3,034-92.2% |
| Participant deferral / active EE | $959 | $2,668-64.1% | $4,519-78.8% | $5,087-81.1% |
| Admin fee / account holder | $241 | $584-58.8% | $6,149-96.1% | $269-10.5% |