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.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC2+ years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,343 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,119 | $84,556+108.3% | $116,228+51.5% | $74,304+137.0% |
| Participation rate | 95.5% | 66.0%+29.5pp | 74.6%+21.0pp | 60.3%+35.2pp |
| Annual return | 54.36% | 18.35%+36.0pp | 90.06%-35.7pp | 29.43%+24.9pp |
| Employer contribution / active EE | $11,446 | $2,168+428.0% | $2,994+282.2% | $2,241+410.7% |
| Participant deferral / active EE | $11,934 | $3,814+212.9% | $4,953+140.9% | $3,767+216.8% |
| Admin fee / account holder | $384 | $3,792-89.9% | $11,989-96.8% | $2,969-87.1% |