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 |
|---|---|---|
WIPFLI LLP5 years Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $17,154 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $7,753 |
WIPFLI LLP7 years Service code 15 · EIN 39-0758449 | Recordkeeping | $6,306 |
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.)
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 | $70,482 | $76,670-8.1% | $96,683-27.1% | $71,457-1.4% |
| Participation rate | 61.9% | 66.6%-4.7pp | 74.3%-12.5pp | 67.9%-6.0pp |
| Annual return | -7.18% | 48.29%-55.5pp | 35.69%-42.9pp | 28.85%-36.0pp |
| Employer contribution / active EE | $1,282 | $3,031-57.7% | $3,737-65.7% | $2,588-50.5% |
| Participant deferral / active EE | $2,894 | $3,771-23.3% | $4,878-40.7% | $4,289-32.5% |
| Admin fee / account holder | $312 | $2,028-84.6% | $6,730-95.4% | $1,587-80.3% |