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 10-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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,732 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,175 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,139 | $88,087-40.8% | $164,866-68.4% | $74,546-30.1% |
| Participation rate | 96.5% | 73.1%+23.4pp | 78.6%+17.9pp | 67.2%+29.3pp |
| Annual return | 14.90% | 17.27%-2.4pp | 69.97%-55.1pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $3,071 | $2,595+18.3% | $4,343-29.3% | $2,624+17.0% |
| Participant deferral / active EE | $5,413 | $4,499+20.3% | $6,033-10.3% | $4,347+24.5% |
| Admin fee / account holder | $206 | $2,232-90.8% | $12,689-98.4% | $1,944-89.4% |