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) | $73,451 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,369 |
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 | $41,049 | $92,055-55.4% | $106,213-61.4% | $77,643-47.1% |
| Participation rate | 97.1% | 81.0%+16.1pp | 75.3%+21.8pp | 70.6%+26.5pp |
| Annual return | 17.99% | 17.91%+0.1pp | 116.14%-98.2pp | 31.24%-13.3pp |
| Employer contribution / active EE | $3,061 | $3,367-9.1% | $3,171-3.5% | $2,726+12.3% |
| Participant deferral / active EE | $4,616 | $5,386-14.3% | $5,016-8.0% | $4,647-0.7% |
| Admin fee / account holder | $124 | $219-43.4% | $11,033-98.9% | $430-71.2% |