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 LLC5 years Filed as: CREATIVE PLANNING, INC. Service code 27 · EIN 45-5091060 | Advisory (Plan) | $120,155 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $25,542 |
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 | $152,013 | $91,407+66.3% | $135,903+11.9% | $71,457+112.7% |
| Participation rate | 95.2% | 75.7%+19.5pp | 81.9%+13.3pp | 67.9%+27.2pp |
| Annual return | 21.65% | 29.90%-8.2pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $3,882 | $3,703+4.8% | $4,856-20.1% | $2,588+50.0% |
| Participant deferral / active EE | $9,530 | $7,092+34.4% | $7,758+22.8% | $4,289+122.2% |
| Admin fee / account holder | $582 | $1,266-54.0% | $10,762-94.6% | $1,587-63.4% |