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 Service code 27 3400 COLLEGE BLVD. · LEAWOOD, KS 66211 | Advisory (Plan) | $136,300 |
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $41,529 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,026 | $100,801-20.6% | $149,696-46.5% | $73,409+9.0% |
| Participation rate | 84.4% | 77.7%+6.7pp | 82.5%+1.9pp | 72.2%+12.2pp |
| Annual return | 62.20% | 265.34%-203.1pp | 276.60%-214.4pp | 59.29%+2.9pp |
| Employer contribution / active EE | $5,423 | $3,312+63.8% | $4,644+16.8% | $2,234+142.8% |
| Participant deferral / active EE | $7,403 | $6,404+15.6% | $6,842+8.2% | $3,805+94.5% |
| Admin fee / account holder | $415 | $181+129.3% | $9,309-95.5% | $158+162.5% |