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 22 · EIN 84-4519624 | Insurance Broker | $42,159 |
WIPFLI LLP10+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $30,495 |
WIPFLI LLP1 year Filed as: WIPFLI ADVISORY LLC Service code 15 · EIN 39-3647910 | Recordkeeping | $10,251 |
HAWKINS ASH CPAS5 years Filed as: HAWKINS & ASH, CPAS Service code 10 · EIN 39-0912608 | Accounting | $9,800 |
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 | $89,695 | $96,484-7.0% | $156,263-42.6% | $74,304+20.7% |
| Participation rate | 72.8% | 67.7%+5.2pp | 78.9%-6.1pp | 60.3%+12.5pp |
| Annual return | 22.55% | 17.73%+4.8pp | 59.47%-36.9pp | 29.43%-6.9pp |
| Employer contribution / active EE | $1,083 | $2,528-57.2% | $4,333-75.0% | $2,241-51.7% |
| Participant deferral / active EE | $4,497 | $4,286+4.9% | $6,158-27.0% | $3,767+19.4% |
| Admin fee / account holder | $555 | $3,728-85.1% | $14,255-96.1% | $2,969-81.3% |