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 6-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 LLC4+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 43-1270780 | Advisory (Plan) | $94,792 |
EPIC RETIREMENT PLAN SERVICES4+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Recordkeeping and information managem... | $63,750 |
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 | $19,875 | $44,764-55.6% | $68,791-71.1% | $64,808-69.3% |
| Participation rate | 37.6% | 64.8%-27.2pp | 69.0%-31.5pp | 71.5%-33.9pp |
| Annual return | -17.41% | -10.91%-6.5pp | -6.38%-11.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $482 | $1,775-72.8% | $2,655-81.8% | $2,506-80.8% |
| Participant deferral / active EE | $1,833 | $3,238-43.4% | $3,941-53.5% | $4,310-57.5% |
| Admin fee / account holder | $255 | $151+68.6% | $4,932-94.8% | $188+35.9% |