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 LLC6+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $87,697 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $19,472 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX BROADRIDGE Service code 19 · EIN 75-3182674 | Securities Custodian | $5,126 |
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 | $131,339 | $77,660+69.1% | $109,143+20.3% | $79,386+65.4% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 13.00% | 23.44%-10.4pp | 25.75%-12.8pp | 116.85%-103.9pp |
| Employer contribution / active EE | $8,637 | $2,797+208.7% | $3,722+132.0% | $2,427+255.8% |
| Participant deferral / active EE | $3,081 | $3,518-12.4% | $4,653-33.8% | $4,046-23.8% |
| Admin fee / account holder | $808 | $732+10.3% | $6,752-88.0% | $626+29.0% |