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 Service code 27 · EIN 45-5091060 | Advisory (Plan) | $25,133 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $23,488 |
UHY LLP2 years Service code 10 · EIN 20-0694403 | Accounting | $13,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,822 | $62,127-45.6% | $81,382-58.4% | $74,495-54.6% |
| Participation rate | 66.2% | 64.0%+2.1pp | 69.5%-3.3pp | 67.2%-1.0pp |
| Annual return | 13.53% | 16.48%-3.0pp | 24.73%-11.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,730 | $1,882-8.1% | $2,463-29.7% | $2,623-34.0% |
| Participant deferral / active EE | $3,099 | $3,229-4.0% | $3,883-20.2% | $4,346-28.7% |
| Admin fee / account holder | $498 | $1,934-74.3% | $5,768-91.4% | $1,942-74.4% |