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 LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $72,185 |
NEWPORT GROUP, INC.6+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $19,060 |
NEWPORT GROUP, INC.3 years Filed as: NEWPORT TRUST COMPANY Service code 21 · EIN 58-1428634 | Bank Trustee | $11,034 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,430 | $93,182-38.4% | $146,665-60.8% | $79,386-27.7% |
| Participation rate | 67.9% | 76.4%-8.5pp | 80.1%-12.1pp | 70.7%-2.8pp |
| Annual return | 12.49% | 21.61%-9.1pp | 22.74%-10.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,713 | $2,420+12.1% | $4,136-34.4% | $2,427+11.8% |
| Participant deferral / active EE | $4,638 | $4,169+11.3% | $5,506-15.8% | $4,046+14.6% |
| Admin fee / account holder | $480 | $585-17.9% | $10,280-95.3% | $626-23.3% |