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 |
|---|---|---|
Filed as: TPP RETIREMENT PLAN SPECIALISTS, LL Service code 14 · EIN 20-1301962 | Plan Administrator | $8,816 |
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 | $234,586 | $52,953+343.0% | $172,739+35.8% | $65,185+259.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 12.41% | 30.12%-17.7pp | 802.84%-790.4pp | 29.38%-17.0pp |
| Employer contribution / active EE | $23,147 | $2,190+957.1% | $5,143+350.1% | $2,177+963.4% |
| Participant deferral / active EE | $2,563 | $2,471+3.7% | $5,198-50.7% | $3,514-27.1% |
| Admin fee / account holder | $39 | $472-91.8% | $13,954-99.7% | $847-95.4% |