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 9-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $48,068 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $34,531 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,575 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $74,048 | $92,971-20.4% | $96,683-23.4% | $74,419-0.5% |
| Participation rate | 75.7% | 71.5%+4.2pp | 74.3%+1.4pp | 70.7%+5.0pp |
| Annual return | 131.06% | 37.49%+93.6pp | 35.69%+95.4pp | 34.38%+96.7pp |
| Employer contribution / active EE | $4,909 | $3,426+43.3% | $3,737+31.4% | $2,637+86.1% |
| Participant deferral / active EE | $8,251 | $3,970+107.8% | $4,878+69.1% | $4,528+82.2% |
| Admin fee / account holder | $114 | $633-82.1% | $6,730-98.3% | $348-67.4% |