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 | $58,064 |
CREATIVE PLANNING LLC3 years Service code 27 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $44,693 |
CHARLES SCHWAB & CO., INC.7 years Service code 26 · EIN 94-1737782 | Advisory (Participants) | $1,981 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,063 | $55,416+21.0% | $75,972-11.7% | $77,643-13.6% |
| Participation rate | 93.8% | 63.6%+30.2pp | 69.1%+24.7pp | 70.6%+23.2pp |
| Annual return | 14.36% | 17.07%-2.7pp | 359.55%-345.2pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,526 | $1,788+41.3% | $2,685-5.9% | $2,726-7.3% |
| Participant deferral / active EE | $4,762 | $3,447+38.1% | $4,255+11.9% | $4,647+2.5% |
| Admin fee / account holder | $89 | $414-78.4% | $6,467-98.6% | $430-79.3% |