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 LLC8 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $351,315 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $238,687 |
MATRIX TRUST COMPANY6 years Service code 19 · EIN 75-3182674 | Securities Custodian | $13,821 |
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 | $38,080 | $102,872-63.0% | $180,183-78.9% | $102,872-63.0% |
| Participation rate | 91.2% | 73.0%+18.2pp | 77.4%+13.8pp | 73.0%+18.2pp |
| Annual return | 19.71% | 19.06%+0.7pp | 27.86%-8.2pp | 19.06%+0.7pp |
| Employer contribution / active EE | $2,397 | $3,526-32.0% | $5,039-52.4% | $3,526-32.0% |
| Participant deferral / active EE | $3,588 | $5,535-35.2% | $6,822-47.4% | $5,535-35.2% |
| Admin fee / account holder | $218 | $292-25.6% | $19,975-98.9% | $292-25.6% |