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 8-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+ years Filed as: CREATIVE PLANNING Service code 27 3400 COLLEGE BLVD · LEAWOOD, KS 66211 | Advisory (Plan) | $23,687 |
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP INC Service code 15 · EIN 27-2037969 | Recordkeeping | $18,645 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,046 | $63,346-41.5% | $92,233-59.8% | $70,131-47.2% |
| Participation rate | 86.0% | 68.7%+17.4pp | 76.5%+9.6pp | 69.5%+16.5pp |
| Annual return | 18.04% | 530.12%-512.1pp | 176.28%-158.2pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,206 | $2,471-51.2% | $3,679-67.2% | $2,342-48.5% |
| Participant deferral / active EE | $5,729 | $2,854+100.8% | $3,897+47.0% | $3,332+72.0% |
| Admin fee / account holder | $415 | $3,840-89.2% | $5,194-92.0% | $4,645-91.1% |