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, INC. Service code 27 · EIN 43-1270780 11350 TOMAHAWK CREEK PKWY · LEAWOOD, KS 66211 | Advisory (Plan) | $86,038 |
NEWPORT GROUP, INC.4 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,459 |
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 | $93,318 | $76,050+22.7% | $96,544-3.3% | $71,457+30.6% |
| Participation rate | 79.5% | 74.4%+5.1pp | 76.0%+3.5pp | 67.9%+11.6pp |
| Annual return | 15.45% | 22.81%-7.4pp | 25.84%-10.4pp | 28.85%-13.4pp |
| Employer contribution / active EE | $2,864 | $2,244+27.6% | $2,965-3.4% | $2,588+10.7% |
| Participant deferral / active EE | $4,495 | $4,215+6.6% | $4,851-7.3% | $4,289+4.8% |
| Admin fee / account holder | $551 | $2,707-79.6% | $8,252-93.3% | $1,587-65.3% |