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 LLC9 years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 W. 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Participants) | $34,860 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $17,169 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,415 | $78,483-9.0% | $106,201-32.8% | $74,546-4.2% |
| Participation rate | 83.1% | 72.8%+10.2pp | 75.3%+7.8pp | 67.2%+15.8pp |
| Annual return | 14.39% | 15.94%-1.6pp | 116.26%-101.9pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $433 | $2,522-82.8% | $3,170-86.3% | $2,624-83.5% |
| Participant deferral / active EE | $3,184 | $4,320-26.3% | $5,012-36.5% | $4,347-26.8% |
| Admin fee / account holder | $417 | $2,236-81.3% | $11,039-96.2% | $1,944-78.5% |