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 LLC4 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $124,938 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $21,176 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,635 | $84,487+75.9% | $125,339+18.6% | $66,914+122.1% |
| Participation rate | 94.6% | 76.4%+18.1pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -16.63% | -8.39%-8.2pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $4,075 | $3,553+14.7% | $4,814-15.3% | $2,544+60.2% |
| Participant deferral / active EE | $9,449 | $6,781+39.3% | $7,446+26.9% | $4,237+123.0% |
| Admin fee / account holder | $706 | $685+3.0% | $10,010-92.9% | $593+19.0% |