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 | $16,040 |
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING Service code 26 · EIN 43-1270780 | Advisory (Participants) | $12,918 |
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 | $45,435 | $101,317-55.2% | $146,958-69.1% | $74,495-39.0% |
| Participation rate | 46.7% | 75.5%-28.9pp | 82.2%-35.5pp | 67.2%-20.5pp |
| Annual return | 15.82% | 8730.91%-8715.1pp | 418.34%-402.5pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $1,913 | $3,810-49.8% | $4,933-61.2% | $2,623-27.1% |
| Participant deferral / active EE | $4,241 | $7,303-41.9% | $8,070-47.4% | $4,346-2.4% |
| Admin fee / account holder | $253 | $1,739-85.4% | $12,998-98.1% | $1,942-86.9% |