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 |
|---|---|---|
NEWPORT GROUP, INC.5 years Service code 15 · EIN 27-2037969 | Recordkeeping | $32,367 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING. Service code 27 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,374 |
KOVACK SECURITIES INC1 year Filed as: KOVACK ADVISORS, INC. Service code 27 6451 N. FEDERAL HIGHWAY, SUITE 1201 · FORT LAUDERDALE, FL 33308 | Advisory (Plan) | $18,782 |
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 | $68,581 | $79,171-13.4% | $102,423-33.0% | $74,495-7.9% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 12.69% | 54.93%-42.2pp | 29.32%-16.6pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $3,255 | $2,362+37.8% | $3,023+7.7% | $2,623+24.1% |
| Participant deferral / active EE | $4,951 | $4,415+12.1% | $5,053-2.0% | $4,346+13.9% |
| Admin fee / account holder | $467 | $2,001-76.7% | $9,451-95.1% | $1,942-75.9% |