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 Service code 26 · EIN 43-1270780 | Advisory (Participants) | $233,089 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $177,459 |
MATRIX TRUST COMPANY3 years Service code 19 · EIN 75-3182674 | Securities Custodian | $12,590 |
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 | $25,525 | $108,592-76.5% | $129,110-80.2% | $77,904-67.2% |
| Participation rate | 91.8% | 84.8%+7.0pp | 77.3%+14.5pp | 73.7%+18.1pp |
| Annual return | -12.38% | -13.72%+1.3pp | -10.94%-1.4pp | 12.21%-24.6pp |
| Employer contribution / active EE | $1,931 | $5,713-66.2% | $5,052-61.8% | $2,848-32.2% |
| Participant deferral / active EE | $2,779 | $7,051-60.6% | $6,542-57.5% | $4,806-42.2% |
| Admin fee / account holder | $225 | $91+146.7% | $14,302-98.4% | $133+70.0% |