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 Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $40,667 |
WIPFLI LLP4 years Filed as: WIPFLI FINANCIAL ADVISORS Service code 26 · EIN 39-1947134 | Advisory (Participants) | $37,452 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $11,715 |
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 | $93,402 | $65,435+42.7% | $86,677+7.8% | $66,914+39.6% |
| Participation rate | 86.6% | 75.5%+11.1pp | 76.6%+10.0pp | 69.8%+16.8pp |
| Annual return | -15.69% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $4,206 | $2,153+95.3% | $2,836+48.3% | $2,544+65.3% |
| Participant deferral / active EE | $5,592 | $4,100+36.4% | $4,656+20.1% | $4,237+32.0% |
| Admin fee / account holder | $461 | $642-28.1% | $7,493-93.8% | $593-22.2% |