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 LLC1 year Filed as: CREATIVE PLANNING, INC. Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 662111940 | Advisory (Plan) | $41,264 |
NEWPORT GROUP, INC.6 years Service code 15 · EIN 27-2037969 | Recordkeeping | $25,334 |
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.)
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 | $106,959 | $108,549-1.5% | $156,263-31.6% | $85,563+25.0% |
| Participation rate | 50.8% | 77.1%-26.3pp | 78.9%-28.1pp | 66.0%-15.1pp |
| Annual return | 22.82% | 21.79%+1.0pp | 59.47%-36.6pp | 31.51%-8.7pp |
| Employer contribution / active EE | $1,852 | $2,690-31.1% | $4,333-57.2% | $2,654-30.2% |
| Participant deferral / active EE | $5,647 | $4,800+17.6% | $6,158-8.3% | $4,375+29.1% |
| Admin fee / account holder | $366 | $650-43.7% | $14,255-97.4% | $834-56.1% |