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 LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 WEST 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $26,611 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 7300 COLLEGE BLVD · OVERLAND PARK, KS 66210 | Recordkeeping | $12,319 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,267 | $86,655-25.8% | $119,609-46.3% | $66,914-4.0% |
| Participation rate | 41.5% | 75.6%-34.1pp | 79.3%-37.8pp | 69.8%-28.4pp |
| Annual return | -14.80% | -8.00%-6.8pp | -14.97%+0.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $1,445 | $2,536-43.0% | $4,232-65.9% | $2,544-43.2% |
| Participant deferral / active EE | $3,023 | $4,358-30.6% | $5,602-46.0% | $4,237-28.7% |
| Admin fee / account holder | $458 | $755-39.4% | $10,323-95.6% | $593-22.9% |