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 Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $38,039 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $37,572 |
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 | $103,095 | $76,050+35.6% | $96,544+6.8% | $71,457+44.3% |
| Participation rate | 89.5% | 74.4%+15.1pp | 76.0%+13.5pp | 67.9%+21.6pp |
| Annual return | 17.39% | 22.81%-5.4pp | 25.84%-8.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $4,436 | $2,244+97.7% | $2,965+49.6% | $2,588+71.4% |
| Participant deferral / active EE | $5,987 | $4,215+42.0% | $4,851+23.4% | $4,289+39.6% |
| Admin fee / account holder | $372 | $2,707-86.2% | $8,252-95.5% | $1,587-76.5% |