See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSRUANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $5,837 |
Filed as: CREATIVE RETIREMENT SYSTEMS Service code 13 25 MERCHANT ST STE 135 · CINCINNATI, OH 45246 | Contract Administrator | $5,780 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Investment Management | $997 |
Filed as: CREATIVE RETIREMENT SYSTEMS, INC Service code 13 | Contract Administrator | $843 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,849 | $73,360-72.9% | $177,989-88.8% | $74,495-73.4% |
| Participation rate | 36.0% | 66.6%-30.6pp | 77.1%-41.1pp | 67.2%-31.2pp |
| Annual return | 15.90% | 17.49%-1.6pp | 294.48%-278.6pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $922 | $2,216-58.4% | $3,949-76.6% | $2,623-64.8% |
| Participant deferral / active EE | $1,786 | $4,513-60.4% | $6,276-71.5% | $4,346-58.9% |
| Admin fee / account holder | $115 | $1,808-93.7% | $10,363-98.9% | $1,942-94.1% |