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 LLC2 years Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $62,207 |
WIPFLI LLP8 years Service code 15 · EIN 39-0758499 | Recordkeeping | $60,227 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY Service code 15 · EIN 39-3647910 | Recordkeeping | $25,918 |
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 | $56,162 | $61,058-8.0% | $71,209-21.1% | $85,563-34.4% |
| Participation rate | 91.7% | 58.6%+33.1pp | 73.8%+17.9pp | 66.0%+25.7pp |
| Annual return | 21.68% | 100.41%-78.7pp | 282.51%-260.8pp | 31.51%-9.8pp |
| Employer contribution / active EE | $4,478 | $2,199+103.7% | $2,721+64.6% | $2,654+68.7% |
| Participant deferral / active EE | $6,845 | $3,173+115.7% | $4,175+63.9% | $4,375+56.4% |
| Admin fee / account holder | $214 | $855-74.9% | $5,349-96.0% | $834-74.3% |