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 |
|---|---|---|
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING HOLDCO, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $51,619 |
WIPFLI LLP10+ years Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $38,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,367 | $79,171+58.4% | $102,423+22.4% | $74,495+68.3% |
| Participation rate | 93.6% | 74.8%+18.8pp | 76.5%+17.1pp | 67.2%+26.4pp |
| Annual return | 9.35% | 54.93%-45.6pp | 29.32%-20.0pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $5,050 | $2,362+113.8% | $3,023+67.0% | $2,623+92.5% |
| Participant deferral / active EE | $6,589 | $4,415+49.2% | $5,053+30.4% | $4,346+51.6% |
| Admin fee / account holder | $519 | $2,001-74.0% | $9,451-94.5% | $1,942-73.3% |