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 LLC6+ years Filed as: CREATIVE PLANNING SERVICES, INC. Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $192,260 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $47,736 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (directed); Trustee (bank, tr... | $16,145 |
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 | $69,948 | $79,519-12.0% | $95,952-27.1% | $73,409-4.7% |
| Participation rate | 85.0% | 81.2%+3.8pp | 77.1%+7.9pp | 72.2%+12.8pp |
| Annual return | 14.07% | 19.20%-5.1pp | 91.61%-77.5pp | 59.29%-45.2pp |
| Employer contribution / active EE | $2,171 | $2,048+6.0% | $2,541-14.6% | $2,234-2.8% |
| Participant deferral / active EE | $4,549 | $4,138+9.9% | $4,167+9.2% | $3,805+19.5% |
| Admin fee / account holder | $400 | $184+117.1% | $6,795-94.1% | $158+153.5% |