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 LLC8+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $130,231 |
NEWPORT GROUP, INC.7+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $27,133 |
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 | $53,822 | $82,202-34.5% | $125,339-57.1% | $64,808-17.0% |
| Participation rate | 97.0% | 77.9%+19.2pp | 82.4%+14.7pp | 71.5%+25.6pp |
| Annual return | -17.09% | 3.48%-20.6pp | 572.05%-589.1pp | 32.82%-49.9pp |
| Employer contribution / active EE | $3,710 | $3,615+2.6% | $4,814-22.9% | $2,506+48.1% |
| Participant deferral / active EE | $7,767 | $7,175+8.2% | $7,446+4.3% | $4,310+80.2% |
| Admin fee / account holder | $357 | $163+118.6% | $10,010-96.4% | $188+90.1% |