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 LLC2 years Filed as: CREATIVE PLANNING, LLC Service code 26 · EIN 84-4519624 | Advisory (Participants) | $43,539 |
WIPFLI LLP9+ years Service code 13 · EIN 39-0758449 | Contract Administrator | $33,738 |
HAWKINS ASH CPAS3 years Service code 10 · EIN 39-0912608 | Accounting | $8,900 |
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 | $178,265 | $76,050+134.4% | $96,544+84.6% | $71,457+149.5% |
| Participation rate | 95.1% | 74.4%+20.6pp | 76.0%+19.1pp | 67.9%+27.1pp |
| Annual return | 16.73% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,645 | $2,244+17.9% | $2,965-10.8% | $2,588+2.2% |
| Participant deferral / active EE | $4,419 | $4,215+4.8% | $4,851-8.9% | $4,289+3.0% |
| Admin fee / account holder | $406 | $2,707-85.0% | $8,252-95.1% | $1,587-74.4% |