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 | $16,172 |
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $9,046 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,960 | $84,487-63.4% | $125,339-75.3% | $66,914-53.7% |
| Participation rate | 47.9% | 76.4%-28.5pp | 82.4%-34.5pp | 69.8%-21.9pp |
| Annual return | -17.65% | -8.39%-9.3pp | 572.05%-589.7pp | 1.58%-19.2pp |
| Employer contribution / active EE | $2,870 | $3,553-19.2% | $4,814-40.4% | $2,544+12.8% |
| Participant deferral / active EE | $6,299 | $6,781-7.1% | $7,446-15.4% | $4,237+48.7% |
| Admin fee / account holder | $224 | $685-67.3% | $10,010-97.8% | $593-62.3% |