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 LLC5+ years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $50,368 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $12,618 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $7,306 |
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.)
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 | $55,797 | $86,332-35.4% | $125,175-55.4% | $65,185-14.4% |
| Participation rate | 54.9% | 75.3%-20.4pp | 79.8%-24.9pp | 70.2%-15.3pp |
| Annual return | 20.61% | 27.43%-6.8pp | 43.79%-23.2pp | 29.38%-8.8pp |
| Employer contribution / active EE | $2,254 | $2,040+10.5% | $3,865-41.7% | $2,177+3.6% |
| Participant deferral / active EE | $3,803 | $3,537+7.5% | $4,937-23.0% | $3,514+8.2% |
| Admin fee / account holder | $453 | $609-25.6% | $9,702-95.3% | $847-46.5% |