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 |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $18,196 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $10,144 |
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 | $31,467 | $104,475-69.9% | $159,436-80.3% | $79,386-60.4% |
| Participation rate | 45.3% | 76.6%-31.4pp | 82.8%-37.6pp | 70.7%-25.4pp |
| Annual return | 15.65% | 67.95%-52.3pp | 263.57%-247.9pp | 116.85%-101.2pp |
| Employer contribution / active EE | $2,126 | $3,417-37.8% | $4,829-56.0% | $2,427-12.4% |
| Participant deferral / active EE | $4,753 | $6,467-26.5% | $7,352-35.4% | $4,046+17.5% |
| Admin fee / account holder | $142 | $711-80.1% | $10,799-98.7% | $626-77.4% |