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 LLC7+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $126,851 |
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,952 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,344 | $104,317-39.3% | $159,436-60.3% | $86,799-27.0% |
| Participation rate | 97.3% | 77.7%+19.5pp | 82.8%+14.4pp | 72.3%+25.0pp |
| Annual return | 15.09% | 26.32%-11.2pp | 263.57%-248.5pp | 97.91%-82.8pp |
| Employer contribution / active EE | $3,883 | $3,451+12.5% | $4,829-19.6% | $2,405+61.4% |
| Participant deferral / active EE | $7,692 | $6,837+12.5% | $7,352+4.6% | $4,131+86.2% |
| Admin fee / account holder | $374 | $172+117.3% | $10,799-96.5% | $170+120.7% |