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 LLC5 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $82,692 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Claims processing; Account maintenanc... | $22,566 |
MATRIX TRUST COMPANY4 years Service code 12 · EIN 75-3182674 | Custodial (other than securities); Cl... | $8,946 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,835 | $78,485+71.8% | $106,213+26.9% | $74,495+81.0% |
| Participation rate | 98.4% | 72.8%+25.6pp | 75.3%+23.2pp | 67.2%+31.2pp |
| Annual return | 10.95% | 15.95%-5.0pp | 116.14%-105.2pp | 1364.94%-1354.0pp |
| Employer contribution / active EE | $2,935 | $2,523+16.3% | $3,171-7.5% | $2,623+11.9% |
| Participant deferral / active EE | $10,235 | $4,322+136.8% | $5,016+104.1% | $4,346+135.5% |
| Admin fee / account holder | $718 | $2,232-67.8% | $11,033-93.5% | $1,942-63.0% |