Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 LLC2 years Filed as: CREATIVE PLANNING. Service code 27 5400 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Plan) | $106,992 |
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $28,975 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,565 | $88,360+94.2% | $145,433+18.0% | $67,986+152.4% |
| Participation rate | 69.5% | 65.5%+4.0pp | 82.1%-12.6pp | 57.2%+12.3pp |
| Annual return | 17.65% | 63.15%-45.5pp | 66.58%-48.9pp | 31.67%-14.0pp |
| Employer contribution / active EE | $6,294 | $3,054+106.1% | $4,554+38.2% | $2,019+211.8% |
| Participant deferral / active EE | $7,005 | $5,932+18.1% | $7,897-11.3% | $3,358+108.6% |
| Admin fee / account holder | $1,133 | $3,313-65.8% | $13,129-91.4% | $3,203-64.6% |