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 LLC6+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $92,273 |
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $23,389 |
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 | $58,037 | $100,801-42.4% | $149,696-61.2% | $73,409-20.9% |
| Participation rate | 96.8% | 77.7%+19.2pp | 82.5%+14.4pp | 72.2%+24.7pp |
| Annual return | 18.30% | 265.34%-247.0pp | 276.60%-258.3pp | 59.29%-41.0pp |
| Employer contribution / active EE | $3,474 | $3,312+4.9% | $4,644-25.2% | $2,234+55.5% |
| Participant deferral / active EE | $7,150 | $6,404+11.6% | $6,842+4.5% | $3,805+87.9% |
| Admin fee / account holder | $303 | $181+67.5% | $9,309-96.7% | $158+91.8% |