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 Service code 14 · EIN 20-1301962 | Plan Administrator | $17,205 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $16,451 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,918 | $59,101+52.1% | $77,163+16.5% | $75,163+19.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.87% | 26.71%-18.8pp | 37.87%-30.0pp | 160.62%-152.8pp |
| Employer contribution / active EE | $9,866 | $1,995+394.5% | $2,535+289.2% | $2,670+269.6% |
| Participant deferral / active EE | $4,353 | $2,999+45.1% | $3,833+13.6% | $4,125+5.5% |
| Admin fee / account holder | $296 | $4,774-93.8% | $5,472-94.6% | $5,651-94.8% |