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 3-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 LLC3+ years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $115,069 |
EPIC RETIREMENT PLAN SERVICES3+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 12 · EIN 20-1301962 | Claims processing; Recordkeeping and ... | $60,365 |
MATRIX TRUST COMPANY3+ years Service code 19 · EIN 75-3182674 | Securities Custodian | $7,787 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,818 | $119,446-50.8% | $150,045-60.8% | $85,563-31.3% |
| Participation rate | 64.6% | 75.4%-10.9pp | 82.3%-17.8pp | 66.0%-1.4pp |
| Annual return | 17.45% | 23.72%-6.3pp | 62.55%-45.1pp | 31.51%-14.1pp |
| Employer contribution / active EE | $2,896 | $4,078-29.0% | $4,693-38.3% | $2,654+9.1% |
| Participant deferral / active EE | $6,136 | $7,985-23.2% | $7,997-23.3% | $4,375+40.2% |
| Admin fee / account holder | $444 | $548-19.0% | $13,435-96.7% | $834-46.8% |