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 Service code 27 · EIN 45-5091060 | Advisory (Plan) | $9,856 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $7,358 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $48,017 | $62,586-23.3% | $76,768-37.5% | $64,186-25.2% |
| Participation rate | 98.8% | 72.8%+26.0pp | 77.0%+21.8pp | 69.6%+29.2pp |
| Annual return | -6.06% | -1.95%-4.1pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,019 | $1,832+10.2% | $2,485-18.7% | $2,381-15.2% |
| Participant deferral / active EE | $4,241 | $3,145+34.9% | $3,852+10.1% | $3,470+22.2% |
| Admin fee / account holder | $161 | $4,667-96.5% | $6,675-97.6% | $4,888-96.7% |