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) | $53,969 |
WIPFLI LLP1 year Service code 15 · EIN 39-0758449 | Recordkeeping | $3,441 |
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 | $198,777 | $55,415+258.7% | $155,509+27.8% | $74,495+166.8% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 12.47% | 268.50%-256.0pp | 64.67%-52.2pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $7,781 | $2,267+243.2% | $4,672+66.5% | $2,623+196.6% |
| Participant deferral / active EE | $6,894 | $2,836+143.1% | $5,626+22.5% | $4,346+58.6% |
| Admin fee / account holder | $404 | $1,738-76.7% | $15,912-97.5% | $1,942-79.2% |