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 LLP9+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $51,748 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $41,382 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,711 | $99,078-14.5% | $96,544-12.3% | $74,419+13.8% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.0%+5.8pp | 70.7%+11.1pp |
| Annual return | 17.64% | 22.48%-4.8pp | 25.84%-8.2pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,693 | $2,570-34.1% | $2,965-42.9% | $2,637-35.8% |
| Participant deferral / active EE | $4,878 | $4,933-1.1% | $4,851+0.6% | $4,528+7.7% |
| Admin fee / account holder | $307 | $225+36.9% | $8,252-96.3% | $348-11.6% |