Filed June 18, 2026
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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $375,549 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $74,983 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $63,285 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,431 | $42,127-53.9% | $85,009-77.1% | $106,408-81.7% |
| Participation rate | 21.4% | 36.6%-15.2pp | 67.5%-46.1pp | 69.9%-48.5pp |
| Annual return | 17.67% | 36.21%-18.5pp | 66.47%-48.8pp | 17.37%+0.3pp |
| Employer contribution / active EE | $97 | $825-88.3% | $2,728-96.4% | $3,361-97.1% |
| Participant deferral / active EE | $530 | $2,066-74.3% | $4,522-88.3% | $5,567-90.5% |
| Admin fee / account holder | $74 | $114-34.6% | $6,153-98.8% | $79-6.2% |