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, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $99,758 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $6,363 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $164,642 | $89,652+83.6% | $141,162+16.6% | $65,185+152.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 71.19% | 32.79%+38.4pp | 71.39%-0.2pp | 29.38%+41.8pp |
| Employer contribution / active EE | $3,514 | $3,065+14.7% | $4,735-25.8% | $2,177+61.4% |
| Participant deferral / active EE | $7,809 | $5,691+37.2% | $6,709+16.4% | $3,514+122.2% |
| Admin fee / account holder | $820 | $569+44.3% | $10,261-92.0% | $847-3.1% |