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, INC. Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 662111940 | Advisory (Plan) | $36,270 |
NEWPORT GROUP, INC.1 year Service code 15 · EIN 27-2037969 | Recordkeeping | $2,729 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,490 | $88,634+35.9% | $101,326+18.9% | $74,304+62.2% |
| Participation rate | 78.6% | 76.9%+1.7pp | 81.5%-2.9pp | 60.3%+18.2pp |
| Annual return | 18.15% | 33.10%-15.0pp | 36.82%-18.7pp | 29.43%-11.3pp |
| Employer contribution / active EE | $4,151 | $2,930+41.7% | $3,665+13.3% | $2,241+85.2% |
| Participant deferral / active EE | $10,125 | $7,322+38.3% | $7,994+26.7% | $3,767+168.8% |
| Admin fee / account holder | $279 | $2,425-88.5% | $11,185-97.5% | $2,969-90.6% |