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 LLC1 year Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $104,629 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $21,159 |
MATRIX TRUST COMPANY1 year Filed as: MATRIX BROADRIDGE Service code 64 · EIN 75-3182674 | Recordkeeping Fees | $7,700 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $289,040 | $332,085-13.0% | $149,673+93.1% | - |
| Participation rate | 100.0% | 60.9%+39.1pp | 78.8%+21.2pp | - |
| Annual return | 23.55% | 51.04%-27.5pp | 134.42%-110.9pp | - |
| Employer contribution / active EE | $21,204 | $2,795+658.5% | $4,818+340.1% | - |
| Participant deferral / active EE | $8,526 | $2,947+189.3% | $5,680+50.1% | - |
| Admin fee / account holder | $844 | $47,995-98.2% | $13,210-93.6% | - |