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 LLC2 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $46,573 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $6,608 |
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.
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 | $58,313 | $35,485+64.3% | $74,550-21.8% | $55,725+4.6% |
| Participation rate | 48.2% | 62.5%-14.3pp | 69.1%-20.9pp | 70.9%-22.6pp |
| Annual return | -9.01% | 0.72%-9.7pp | 32.53%-41.5pp | 244.93%-253.9pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,388 | $2,181+9.5% | $3,108-23.2% | $3,356-28.8% |
| Admin fee / account holder | $336 | $114+194.1% | $5,060-93.4% | $115+191.9% |