See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CREATIVE PLANNING LLC4 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $63,227 |
WIPFLI LLP11+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $29,183 |
HAWKINS ASH CPAS5 years Service code 10 · EIN 39-0912608 | Accounting | $10,500 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 15 · EIN 39-3647910 | Recordkeeping | $8,863 |
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 | $170,097 | $87,870+93.6% | $113,168+50.3% | $74,304+128.9% |
| Participation rate | 99.5% | 70.7%+28.8pp | 76.6%+22.9pp | 60.3%+39.2pp |
| Annual return | 15.85% | 26.44%-10.6pp | 24.27%-8.4pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,600 | $2,277+14.2% | $2,975-12.6% | $2,241+16.0% |
| Participant deferral / active EE | $4,205 | $4,241-0.8% | $5,107-17.7% | $3,767+11.6% |
| Admin fee / account holder | $449 | $3,368-86.7% | $12,068-96.3% | $2,969-84.9% |