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 Service code 27 · EIN 45-5091060 | Advisory (Plan) | $10,333 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $10,319 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,037 | $78,422-9.4% | $95,952-26.0% | $79,858-11.0% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.54% | 19.37%-6.8pp | 91.61%-79.1pp | 31.71%-19.2pp |
| Employer contribution / active EE | $2,106 | $1,945+8.3% | $2,541-17.1% | $2,471-14.8% |
| Participant deferral / active EE | $4,386 | $3,440+27.5% | $4,167+5.3% | $3,740+17.3% |
| Admin fee / account holder | $195 | $5,622-96.5% | $6,795-97.1% | $5,306-96.3% |