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 LLC2 years Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $181,549 |
NEWPORT GROUP, INC.9+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $24,325 |
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 | $70,208 | $106,028-33.8% | $146,958-52.2% | $77,643-9.6% |
| Participation rate | 97.2% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 16.10% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $4,273 | $4,063+5.2% | $4,933-13.4% | $2,726+56.8% |
| Participant deferral / active EE | $8,232 | $7,990+3.0% | $8,070+2.0% | $4,647+77.1% |
| Admin fee / account holder | $383 | $337+13.6% | $12,998-97.1% | $430-10.9% |