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 LLC4+ years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $49,343 |
NEWPORT GROUP, INC.3+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,592 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,464 | $66,302-26.9% | $110,238-56.0% | $56,287-13.9% |
| Participation rate | 62.5% | 74.9%-12.4pp | 79.8%-17.3pp | 69.9%-7.4pp |
| Annual return | -7.35% | -1.18%-6.2pp | 314.74%-322.1pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,970 | $2,047-3.8% | $3,826-48.5% | $2,111-6.7% |
| Participant deferral / active EE | $3,321 | $3,381-1.8% | $4,672-28.9% | $3,350-0.9% |
| Admin fee / account holder | $521 | $698-25.5% | $8,547-93.9% | $521-0.1% |