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 43-1270780 | Advisory (Participants) | $30,172 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 14 · EIN 20-1301962 | Plan Administrator | $18,796 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,322 | $49,915+40.9% | $154,803-54.6% | $74,304-5.4% |
| Participation rate | 71.7% | 54.0%+17.7pp | 78.1%-6.4pp | 60.3%+11.3pp |
| Annual return | 22.32% | 34.06%-11.7pp | 58.88%-36.6pp | 29.43%-7.1pp |
| Employer contribution / active EE | $1,965 | $1,611+22.0% | $4,305-54.4% | $2,241-12.3% |
| Participant deferral / active EE | $3,660 | $2,255+62.3% | $5,540-33.9% | $3,767-2.8% |
| Admin fee / account holder | $345 | $2,189-84.2% | $14,329-97.6% | $2,969-88.4% |