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 LLC1 year Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $139,809 |
NEWPORT GROUP, INC.8+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $14,518 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,932 | $95,274-35.0% | $135,903-54.4% | $74,419-16.8% |
| Participation rate | 95.7% | 78.2%+17.5pp | 81.9%+13.7pp | 70.7%+24.9pp |
| Annual return | 15.88% | 32.77%-16.9pp | 68.23%-52.4pp | 34.38%-18.5pp |
| Employer contribution / active EE | $3,937 | $3,874+1.6% | $4,856-18.9% | $2,637+49.3% |
| Participant deferral / active EE | $7,630 | $7,782-2.0% | $7,758-1.6% | $4,528+68.5% |
| Admin fee / account holder | $325 | $266+22.1% | $10,762-97.0% | $348-6.6% |