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 LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $36,047 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $19,189 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,459 | $66,098+20.2% | $101,794-21.9% | $74,304+6.9% |
| Participation rate | 48.0% | 53.8%-5.8pp | 69.2%-21.2pp | 60.3%-12.4pp |
| Annual return | 18.59% | 19.59%-1.0pp | 30.53%-11.9pp | 29.43%-10.8pp |
| Employer contribution / active EE | $221 | $1,082-79.6% | $2,289-90.4% | $2,241-90.1% |
| Participant deferral / active EE | $2,889 | $2,781+3.9% | $4,084-29.3% | $3,767-23.3% |
| Admin fee / account holder | $412 | $4,146-90.1% | $8,777-95.3% | $2,969-86.1% |