See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $52,513 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 64 · EIN 20-1301962 | Recordkeeping Fees | $29,571 |
Service code 64 · EIN 35-0472300 | Recordkeeping Fees | $31 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,189 | $73,867+123.6% | $143,757+14.9% | $68,494+141.2% |
| Participation rate | 97.6% | 66.7%+31.0pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -13.50% | 1.01%-14.5pp | -0.04%-13.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $9,783 | $3,184+207.2% | $4,951+97.6% | $2,596+276.8% |
| Participant deferral / active EE | $7,514 | $3,384+122.0% | $5,637+33.3% | $4,027+86.6% |
| Admin fee / account holder | $514 | $5,755-91.1% | $14,673-96.5% | $5,403-90.5% |