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 LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET, SUITE 102 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $43,392 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 7300 COLLEGE BOULEVARD, SUITE 400 · OVERLAND PARK, KS 66210 | Plan Administrator | $18,876 |
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 | $47,847 | $78,781-39.3% | $100,516-52.4% | $73,409-34.8% |
| Participation rate | 69.0% | 80.0%-11.0pp | 79.4%-10.4pp | 72.2%-3.1pp |
| Annual return | 30.46% | 31.69%-1.2pp | 30.89%-0.4pp | 59.29%-28.8pp |
| Employer contribution / active EE | $1,106 | $2,420-54.3% | $3,418-67.6% | $2,234-50.5% |
| Participant deferral / active EE | $4,471 | $6,537-31.6% | $6,270-28.7% | $3,805+17.5% |
| Admin fee / account holder | $330 | $145+126.9% | $8,081-95.9% | $158+108.9% |