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 | $122,915 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING HOLDCO LLC DBA CR Service code 27 5454 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $78,125 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,757 | $65,908-1.7% | $81,812-20.8% | $77,643-16.6% |
| Participation rate | 94.4% | 65.8%+28.6pp | 72.3%+22.0pp | 70.6%+23.8pp |
| Annual return | 11.04% | 26.64%-15.6pp | 773.79%-762.8pp | 31.24%-20.2pp |
| Employer contribution / active EE | $1,542 | $2,370-34.9% | $2,912-47.0% | $2,726-43.4% |
| Participant deferral / active EE | $4,564 | $3,505+30.2% | $4,319+5.7% | $4,647-1.8% |
| Admin fee / account holder | $173 | $526-67.2% | $7,386-97.7% | $430-59.9% |