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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.
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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 LLC2 years Service code 26 · EIN 43-1270780 | Advisory (Participants) | $40,783 |
WIPFLI LLP2 years Service code 13 · EIN 39-0758449 | Contract Administrator | $25,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $94,875 | $88,083+7.7% | $164,813-42.4% | $74,495+27.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 11.33% | 17.26%-5.9pp | 69.93%-58.6pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $4,274 | $2,593+64.8% | $4,341-1.5% | $2,623+62.9% |
| Participant deferral / active EE | $6,447 | $4,498+43.3% | $6,031+6.9% | $4,346+48.3% |
| Admin fee / account holder | $452 | $2,234-79.8% | $12,690-96.4% | $1,942-76.7% |