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, INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $65,897 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $33,690 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 75-3182674 | Securities Custodian | $7,546 |
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 | $60,982 | $89,282-31.7% | $94,646-35.6% | $74,419-18.1% |
| Participation rate | 75.3% | 82.4%-7.1pp | 80.8%-5.5pp | 70.7%+4.6pp |
| Annual return | 23.39% | 25.96%-2.6pp | 156.71%-133.3pp | 34.38%-11.0pp |
| Employer contribution / active EE | $2,811 | $3,022-7.0% | $3,672-23.4% | $2,637+6.6% |
| Participant deferral / active EE | $9,339 | $8,425+10.9% | $7,418+25.9% | $4,528+106.2% |
| Admin fee / account holder | $332 | $219+51.6% | $7,231-95.4% | $348-4.6% |