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 LLC5+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $79,527 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $29,744 |
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 | $48,391 | $88,122-45.1% | $141,162-65.7% | $67,579-28.4% |
| Participation rate | 95.0% | 76.5%+18.6pp | 82.5%+12.5pp | 71.3%+23.7pp |
| Annual return | 31.71% | 75.40%-43.7pp | 71.39%-39.7pp | 378.56%-346.8pp |
| Employer contribution / active EE | $1,823 | $3,224-43.5% | $4,735-61.5% | $2,148-15.1% |
| Participant deferral / active EE | $6,377 | $5,958+7.0% | $6,709-5.0% | $3,539+80.2% |
| Admin fee / account holder | $297 | $131+126.9% | $10,261-97.1% | $142+108.7% |