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 · EIN 43-1270783 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $75,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $64,425 |
BDO USA, LLP1 year Filed as: BDO USA LLP Service code 27 5300 PATTERSON AVE SE · GRAND RAPIDS, MI 49512 | Advisory (Plan) | $29,442 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INVESTMENT MANAGEMENT SE Service code 63 · EIN 13-4122960 | 12b-1 Fees | $294 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Other investment fees and expenses; S... | $205 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $274,192 | $79,013+247.0% | $100,391+173.1% | $74,495+268.1% |
| Participation rate | 92.6% | 79.5%+13.1pp | 81.5%+11.1pp | 67.2%+25.4pp |
| Annual return | 15.61% | 20.41%-4.8pp | 49.20%-33.6pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $14,837 | $3,021+391.1% | $3,942+276.4% | $2,623+465.7% |
| Participant deferral / active EE | $18,028 | $7,760+132.3% | $8,082+123.1% | $4,346+314.8% |
| Admin fee / account holder | $376 | $1,320-71.5% | $7,899-95.2% | $1,942-80.6% |