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 LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $17,463 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $14,787 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $84,496 | $55,636+51.9% | $81,983+3.1% | $73,488+15.0% |
| Participation rate | 55.7% | 62.3%-6.6pp | 69.2%-13.6pp | 70.7%-15.0pp |
| Annual return | 7.62% | 19.07%-11.4pp | 41.31%-33.7pp | 28.51%-20.9pp |
| Employer contribution / active EE | $704 | $1,625-56.7% | $2,498-71.8% | $2,270-69.0% |
| Participant deferral / active EE | $2,810 | $2,762+1.7% | $3,722-24.5% | $3,740-24.9% |
| Admin fee / account holder | $341 | $493-30.8% | $5,664-94.0% | $513-33.6% |