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 LLP10+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $58,714 |
CREATIVE PLANNING LLC3 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $57,722 |
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 | $94,062 | $88,890+5.8% | $102,423-8.2% | $77,643+21.1% |
| Participation rate | 85.8% | 80.9%+4.9pp | 76.5%+9.3pp | 70.6%+15.2pp |
| Annual return | 14.32% | 24.98%-10.7pp | 29.32%-15.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,740 | $2,698-35.5% | $3,023-42.5% | $2,726-36.2% |
| Participant deferral / active EE | $4,972 | $5,145-3.4% | $5,053-1.6% | $4,647+7.0% |
| Admin fee / account holder | $384 | $235+63.2% | $9,451-95.9% | $430-10.7% |