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 LLC8+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $74,413 |
EPIC RETIREMENT PLAN SERVICES8+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $24,711 |
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 | $109,587 | $76,670+42.9% | $96,683+13.3% | $71,457+53.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 14.26% | 48.29%-34.0pp | 35.69%-21.4pp | 28.85%-14.6pp |
| Employer contribution / active EE | $10,527 | $3,031+247.3% | $3,737+181.7% | $2,588+306.8% |
| Participant deferral / active EE | $3,653 | $3,771-3.1% | $4,878-25.1% | $4,289-14.8% |
| Admin fee / account holder | $681 | $2,028-66.4% | $6,730-89.9% | $1,587-57.1% |