See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $73,201 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping and information managem... | $8,441 |
MATRIX TRUST COMPANY3 years Service code 12 · EIN 75-3182674 | Claims processing; Trustee (bank, tru... | $5,417 |
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 | $146,596 | $71,516+105.0% | $98,439+48.9% | $71,457+105.2% |
| Participation rate | 91.8% | 72.7%+19.1pp | 75.2%+16.6pp | 67.9%+23.9pp |
| Annual return | 16.41% | 32.41%-16.0pp | 21.16%-4.7pp | 28.85%-12.4pp |
| Employer contribution / active EE | $2,003 | $2,399-16.5% | $3,048-34.3% | $2,588-22.6% |
| Participant deferral / active EE | $9,907 | $4,109+141.1% | $4,738+109.1% | $4,289+131.0% |
| Admin fee / account holder | $635 | $1,675-62.1% | $8,948-92.9% | $1,587-60.0% |