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 LLC4 years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $38,335 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $11,190 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,497 | $81,474+31.9% | $133,956-19.8% | $73,488+46.3% |
| Participation rate | 40.8% | 76.4%-35.5pp | 79.8%-39.0pp | 70.7%-29.9pp |
| Annual return | 15.84% | 19.40%-3.6pp | 45.09%-29.3pp | 28.51%-12.7pp |
| Employer contribution / active EE | $1,321 | $2,209-40.2% | $3,919-66.3% | $2,270-41.8% |
| Participant deferral / active EE | $3,270 | $3,786-13.6% | $5,048-35.2% | $3,740-12.6% |
| Admin fee / account holder | $724 | $713+1.5% | $8,927-91.9% | $513+41.1% |