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 SERVICES, INC. Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $141,459 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $49,313 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $69,305-100.0% | $82,313-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 80.3%-80.3pp | 76.9%-76.9pp | 70.7%-70.7pp |
| Annual return | 16.08% | 21.47%-5.4pp | 25.88%-9.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $1,989 | $1,887+5.4% | $2,428-18.1% | $2,032-2.1% |
| Participant deferral / active EE | $4,097 | $3,568+14.8% | $3,706+10.5% | $3,224+27.1% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |