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 LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $71,031 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Claims processing; Account maintenanc... | $10,190 |
MATRIX TRUST COMPANY2 years Service code 12 · EIN 75-3182674 | Custodial (other than securities); Cl... | $4,016 |
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 | $122,152 | $72,607+68.2% | $90,749+34.6% | $66,914+82.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -17.20% | -12.28%-4.9pp | -12.16%-5.0pp | 1.58%-18.8pp |
| Employer contribution / active EE | $2,075 | $2,369-12.4% | $2,921-29.0% | $2,544-18.4% |
| Participant deferral / active EE | $9,299 | $3,977+133.8% | $4,564+103.7% | $4,237+119.5% |
| Admin fee / account holder | $613 | $707-13.3% | $8,445-92.7% | $593+3.4% |