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 LLC5+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $89,877 |
NEWPORT GROUP, INC.4 years Service code 15 · EIN 27-2037969 | Recordkeeping | $33,006 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $62,203 | $88,122-29.4% | $141,162-55.9% | $67,579-8.0% |
| Participation rate | 71.9% | 76.5%-4.6pp | 82.5%-10.6pp | 71.3%+0.6pp |
| Annual return | 22.21% | 75.40%-53.2pp | 71.39%-49.2pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,270 | $3,224-29.6% | $4,735-52.1% | $2,148+5.7% |
| Participant deferral / active EE | $6,298 | $5,958+5.7% | $6,709-6.1% | $3,539+77.9% |
| Admin fee / account holder | $384 | $131+193.7% | $10,261-96.3% | $142+170.2% |