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 LLP8+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $49,670 |
WIPFLI LLP5 years Filed as: WIPFLI FINANCIAL, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $41,952 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,060 |
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 | $80,011 | $72,254+10.7% | $86,677-7.7% | $64,808+23.5% |
| Participation rate | 79.9% | 80.4%-0.5pp | 76.6%+3.4pp | 71.5%+8.5pp |
| Annual return | -14.25% | 392.42%-406.7pp | 35.91%-50.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $1,409 | $2,393-41.1% | $2,836-50.3% | $2,506-43.8% |
| Participant deferral / active EE | $4,145 | $4,658-11.0% | $4,656-11.0% | $4,310-3.8% |
| Admin fee / account holder | $356 | $174+105.0% | $7,493-95.2% | $188+89.8% |