Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,490 | $82,879+45.4% | $96,576+24.8% | $67,986+77.2% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.4%-2.9pp | 57.2%+21.4pp |
| Annual return | 18.15% | 36.90%-18.8pp | 38.47%-20.3pp | 31.67%-13.5pp |
| Employer contribution / active EE | $4,151 | $2,727+52.2% | $3,553+16.8% | $2,019+105.6% |
| Participant deferral / active EE | $10,125 | $6,976+45.1% | $7,956+27.3% | $3,358+201.5% |
| Admin fee / account holder | $279 | $2,783-90.0% | $11,381-97.6% | $3,203-91.3% |