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 LLC3 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $131,019 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $27,285 |
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 | $189,902 | $104,475+81.8% | $159,436+19.1% | $79,386+139.2% |
| Participation rate | 95.8% | 76.6%+19.2pp | 82.8%+13.0pp | 70.7%+25.1pp |
| Annual return | 14.96% | 67.95%-53.0pp | 263.57%-248.6pp | 116.85%-101.9pp |
| Employer contribution / active EE | $4,302 | $3,417+25.9% | $4,829-10.9% | $2,427+77.2% |
| Participant deferral / active EE | $9,341 | $6,467+44.4% | $7,352+27.1% | $4,046+130.9% |
| Admin fee / account holder | $812 | $711+14.2% | $10,799-92.5% | $626+29.6% |