See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
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 Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $34,684 |
WIPFLI LLP8 years Service code 15 · EIN 39-0758449 | Recordkeeping | $10,252 |
GASSNER COMPANY, S.C.1 year Filed as: GASSNER COMPANY S.C. Service code 10 117 S THIRD AVE · WAUSAU, WI 54401 | Accounting | $6,397 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,312 | $80,724-9.2% | $103,333-29.1% | $74,495-1.6% |
| Participation rate | 67.6% | 65.7%+1.9pp | 74.5%-6.9pp | 67.2%+0.4pp |
| Annual return | 18.29% | 27.56%-9.3pp | 24.88%-6.6pp | 1364.94%-1346.7pp |
| Employer contribution / active EE | $1,667 | $3,157-47.2% | $3,868-56.9% | $2,623-36.5% |
| Participant deferral / active EE | $3,039 | $3,860-21.3% | $5,057-39.9% | $4,346-30.1% |
| Admin fee / account holder | $333 | $2,368-85.9% | $8,355-96.0% | $1,942-82.8% |