See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 10 · EIN 43-1270780 | Accounting | $31,425 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $14,773 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,814 | $65,409+2.1% | $98,442-32.1% | $85,850-22.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.79% | 21.76%-8.0pp | 1492.73%-1478.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $758 | $2,168-65.1% | $2,960-74.4% | $2,565-70.5% |
| Participant deferral / active EE | $3,548 | $3,166+12.1% | $4,276-17.0% | $3,952-10.2% |
| Admin fee / account holder | $610 | $4,593-86.7% | $5,949-89.8% | $6,260-90.3% |