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 | $13,952 |
CREATIVE PLANNING LLC5 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $12,409 |
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 | $41,340 | $91,407-54.8% | $135,903-69.6% | $71,457-42.1% |
| Participation rate | 42.4% | 75.7%-33.3pp | 81.9%-39.5pp | 67.9%-25.5pp |
| Annual return | 18.36% | 29.90%-11.5pp | 68.23%-49.9pp | 28.85%-10.5pp |
| Employer contribution / active EE | $2,144 | $3,703-42.1% | $4,856-55.9% | $2,588-17.1% |
| Participant deferral / active EE | $5,310 | $7,092-25.1% | $7,758-31.5% | $4,289+23.8% |
| Admin fee / account holder | $237 | $1,266-81.3% | $10,762-97.8% | $1,587-85.1% |