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 Service code 27 · EIN 45-5091060 | Advisory (Plan) | $24,648 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $17,938 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,304 | $50,199-37.6% | $70,092-55.3% | $66,914-53.2% |
| Participation rate | 73.4% | 66.3%+7.0pp | 70.5%+2.9pp | 69.8%+3.6pp |
| Annual return | -7.83% | -13.85%+6.0pp | 190.73%-198.6pp | 1.58%-9.4pp |
| Employer contribution / active EE | $1,961 | $1,864+5.2% | $2,559-23.4% | $2,544-22.9% |
| Participant deferral / active EE | $3,372 | $3,112+8.3% | $3,849-12.4% | $4,237-20.4% |
| Admin fee / account holder | $316 | $600-47.3% | $6,267-95.0% | $593-46.7% |