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 |
|---|---|---|
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING Service code 26 · EIN 45-5091060 | Advisory (Participants) | $28,639 |
Filed as: TPP RETIREMENT PLAN SPECIALISTS Service code 14 · EIN 20-1301962 | Plan Administrator | $16,703 |
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 | $114,180 | $65,561+74.2% | $91,541+24.7% | $74,304+53.7% |
| Participation rate | 100.0% | 56.6%+43.4pp | 69.8%+30.2pp | 60.3%+39.7pp |
| Annual return | 14.15% | 17.68%-3.5pp | 20.50%-6.4pp | 29.43%-15.3pp |
| Employer contribution / active EE | $9,450 | $1,717+450.4% | $2,505+277.3% | $2,241+321.7% |
| Participant deferral / active EE | $4,857 | $2,918+66.4% | $4,008+21.2% | $3,767+28.9% |
| Admin fee / account holder | $366 | $3,333-89.0% | $6,956-94.7% | $2,969-87.7% |