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 LLC10+ years Filed as: CREATIVE PLANNING, INC. Service code 26 5440 W. 110TH ST · OVERLAND PARK, KS 66211 | Advisory (Participants) | $35,543 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 15 · EIN 20-1301962 | Recordkeeping | $14,452 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,574 | $84,556+2.4% | $116,228-25.5% | $74,304+16.5% |
| Participation rate | 81.7% | 66.0%+15.6pp | 74.6%+7.1pp | 60.3%+21.3pp |
| Annual return | 17.13% | 18.35%-1.2pp | 90.06%-72.9pp | 29.43%-12.3pp |
| Employer contribution / active EE | $445 | $2,168-79.5% | $2,994-85.1% | $2,241-80.1% |
| Participant deferral / active EE | $3,520 | $3,814-7.7% | $4,953-28.9% | $3,767-6.6% |
| Admin fee / account holder | $465 | $3,792-87.7% | $11,989-96.1% | $2,969-84.4% |