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 LLC2 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $76,141 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping fees; Recordkeeping and... | $22,349 |
MATRIX TRUST COMPANY1 year Service code 12 · EIN 75-3182674 | Custodial (other than securities); Cl... | $5,501 |
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 | $154,553 | $79,428+94.6% | $106,548+45.1% | $79,386+94.7% |
| Participation rate | 99.0% | 74.1%+24.9pp | 76.1%+22.9pp | 70.7%+28.3pp |
| Annual return | 13.59% | 18.27%-4.7pp | 26.80%-13.2pp | 116.85%-103.3pp |
| Employer contribution / active EE | $934 | $2,234-58.2% | $2,819-66.9% | $2,427-61.5% |
| Participant deferral / active EE | $9,060 | $3,823+137.0% | $4,398+106.0% | $4,046+123.9% |
| Admin fee / account holder | $819 | $523+56.5% | $7,407-88.9% | $626+30.7% |