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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $20,908 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $20,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,283 | $65,908-51.0% | $81,812-60.5% | $77,643-58.4% |
| Participation rate | 40.9% | 65.8%-24.9pp | 72.3%-31.5pp | 70.6%-29.7pp |
| Annual return | 12.75% | 26.64%-13.9pp | 773.79%-761.0pp | 31.24%-18.5pp |
| Employer contribution / active EE | $1,039 | $2,370-56.2% | $2,912-64.3% | $2,726-61.9% |
| Participant deferral / active EE | $1,668 | $3,505-52.4% | $4,319-61.4% | $4,647-64.1% |
| Admin fee / account holder | $229 | $526-56.4% | $7,386-96.9% | $430-46.7% |