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 LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $25,895 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $16,197 |
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 | $102,753 | $60,776+69.1% | $85,682+19.9% | $79,386+29.4% |
| Participation rate | 53.5% | 62.1%-8.6pp | 69.9%-16.3pp | 70.7%-17.2pp |
| Annual return | 13.99% | 16.57%-2.6pp | 21.49%-7.5pp | 116.85%-102.9pp |
| Employer contribution / active EE | $749 | $1,663-55.0% | $2,618-71.4% | $2,427-69.1% |
| Participant deferral / active EE | $3,114 | $2,919+6.7% | $3,923-20.6% | $4,046-23.0% |
| Admin fee / account holder | $444 | $438+1.2% | $6,873-93.5% | $626-29.2% |