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 LLP1 year Filed as: WIPFLI FINANCIAL ADVISORS, LLC Service code 26 · EIN 39-1947134 | Advisory (Participants) | $44,680 |
WIPFLI LLP8+ years Service code 13 · EIN 39-0758449 | Contract Administrator | $32,857 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $13,568 |
HAWKINS ASH CPAS2 years Service code 10 · EIN 39-0912608 | Accounting | $8,400 |
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 | $133,203 | $65,435+103.6% | $86,677+53.7% | $66,914+99.1% |
| Participation rate | 98.4% | 75.5%+22.9pp | 76.6%+21.8pp | 69.8%+28.6pp |
| Annual return | -15.92% | -10.89%-5.0pp | 35.91%-51.8pp | 1.58%-17.5pp |
| Employer contribution / active EE | $2,740 | $2,153+27.3% | $2,836-3.4% | $2,544+7.7% |
| Participant deferral / active EE | $4,675 | $4,100+14.0% | $4,656+0.4% | $4,237+10.3% |
| Admin fee / account holder | $401 | $642-37.4% | $7,493-94.6% | $593-32.4% |