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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.
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| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC6+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $75,541 |
EPIC RETIREMENT PLAN SERVICES6+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping and information managem... | $45,738 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,401 | $55,416-37.9% | $75,972-54.7% | $77,643-55.7% |
| Participation rate | 35.8% | 63.6%-27.8pp | 69.1%-33.2pp | 70.6%-34.8pp |
| Annual return | 10.66% | 17.07%-6.4pp | 359.55%-348.9pp | 31.24%-20.6pp |
| Employer contribution / active EE | $454 | $1,788-74.6% | $2,685-83.1% | $2,726-83.3% |
| Participant deferral / active EE | $1,645 | $3,447-52.3% | $4,255-61.3% | $4,647-64.6% |
| Admin fee / account holder | $293 | $414-29.1% | $6,467-95.5% | $430-31.8% |