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, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $38,387 |
WIPFLI LLP9 years Service code 15 · EIN 39-0758449 | Recordkeeping | $16,483 |
KERBER ROSE SC1 year Filed as: KERBERROSE S.C. Service code 10 487 RIVERWOOD LANE · GREEN BAY, WI 54313 | Accounting | $8,000 |
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 | $80,369 | $86,944-7.6% | $107,525-25.3% | $74,304+8.2% |
| Participation rate | 65.1% | 59.6%+5.6pp | 75.1%-10.0pp | 60.3%+4.8pp |
| Annual return | 6.10% | 23.52%-17.4pp | 181.32%-175.2pp | 29.43%-23.3pp |
| Employer contribution / active EE | $1,754 | $2,757-36.4% | $3,754-53.3% | $2,241-21.7% |
| Participant deferral / active EE | $3,295 | $3,554-7.3% | $5,116-35.6% | $3,767-12.5% |
| Admin fee / account holder | $430 | $3,727-88.5% | $8,919-95.2% | $2,969-85.5% |