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 LLC4+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $73,508 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,691 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,491 | $75,388-41.0% | $123,544-64.0% | $55,725-20.2% |
| Participation rate | 93.2% | 75.7%+17.5pp | 82.3%+10.9pp | 70.9%+22.3pp |
| Annual return | -5.75% | 4.48%-10.2pp | 119.20%-124.9pp | 244.93%-250.7pp |
| Employer contribution / active EE | $1,633 | $3,063-46.7% | $4,628-64.7% | $2,078-21.4% |
| Participant deferral / active EE | $5,521 | $5,651-2.3% | $6,426-14.1% | $3,356+64.5% |
| Admin fee / account holder | $361 | $120+201.4% | $9,284-96.1% | $115+213.4% |