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 Service code 26 · EIN 43-1270780 | Advisory (Participants) | $183,855 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $165,050 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $10,206 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,698 | $142,386-78.4% | $152,466-79.9% | $93,030-67.0% |
| Participation rate | 88.6% | 85.6%+3.0pp | 78.2%+10.4pp | 73.9%+14.7pp |
| Annual return | 18.35% | 18.07%+0.3pp | 757.33%-739.0pp | 158.70%-140.3pp |
| Employer contribution / active EE | $1,771 | $5,485-67.7% | $4,327-59.1% | $2,706-34.5% |
| Participant deferral / active EE | $2,587 | $6,872-62.4% | $5,820-55.6% | $4,562-43.3% |
| Admin fee / account holder | $246 | $108+128.3% | $15,805-98.4% | $152+62.4% |