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 LLC6+ years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $70,283 |
NEWPORT GROUP, INC.5+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $17,736 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $10,110 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,923 | $81,474-25.2% | $133,956-54.5% | $73,488-17.1% |
| Participation rate | 47.8% | 76.4%-28.6pp | 79.8%-32.1pp | 70.7%-22.9pp |
| Annual return | 53.75% | 19.40%+34.3pp | 45.09%+8.7pp | 28.51%+25.2pp |
| Employer contribution / active EE | $1,805 | $2,209-18.3% | $3,919-53.9% | $2,270-20.5% |
| Participant deferral / active EE | $3,373 | $3,786-10.9% | $5,048-33.2% | $3,740-9.8% |
| Admin fee / account holder | $514 | $713-28.0% | $8,927-94.2% | $513+0.1% |