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 LLC4+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $85,637 |
NEWPORT GROUP, INC.3 years Service code 15 · EIN 27-2037969 | Recordkeeping | $35,356 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $54,152 | $75,388-28.2% | $123,544-56.2% | $55,725-2.8% |
| Participation rate | 62.2% | 75.7%-13.4pp | 82.3%-20.1pp | 70.9%-8.6pp |
| Annual return | -6.29% | 4.48%-10.8pp | 119.20%-125.5pp | 244.93%-251.2pp |
| Employer contribution / active EE | $2,495 | $3,063-18.6% | $4,628-46.1% | $2,078+20.0% |
| Participant deferral / active EE | $5,925 | $5,651+4.9% | $6,426-7.8% | $3,356+76.6% |
| Admin fee / account holder | $412 | $120+243.6% | $9,284-95.6% | $115+257.3% |