Filed January 3, 2025
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 27 · EIN 45-5091060 | Advisory (Plan) | $67,231 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $26,265 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,151 | $69,362+80.4% | $101,248+23.6% | $73,488+70.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.33% | 18.46%-5.1pp | 46.47%-33.1pp | 28.51%-15.2pp |
| Employer contribution / active EE | $9,213 | $2,628+250.5% | $3,660+151.8% | $2,270+305.8% |
| Participant deferral / active EE | $2,925 | $3,300-11.4% | $4,370-33.1% | $3,740-21.8% |
| Admin fee / account holder | $731 | $704+3.9% | $5,945-87.7% | $513+42.5% |