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 LLC3 years Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $210,229 |
NEWPORT GROUP, INC.10+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $16,961 |
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 | $85,041 | $119,446-28.8% | $150,045-43.3% | $85,563-0.6% |
| Participation rate | 96.6% | 75.4%+21.2pp | 82.3%+14.3pp | 66.0%+30.7pp |
| Annual return | 17.86% | 23.72%-5.9pp | 62.55%-44.7pp | 31.51%-13.7pp |
| Employer contribution / active EE | $4,400 | $4,078+7.9% | $4,693-6.2% | $2,654+65.8% |
| Participant deferral / active EE | $8,689 | $7,985+8.8% | $7,997+8.7% | $4,375+98.6% |
| Admin fee / account holder | $414 | $548-24.4% | $13,435-96.9% | $834-50.4% |