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, LLC Service code 26 · EIN 43-1270780 | Advisory (Participants) | $31,097 |
WIPFLI LLP1 year Filed as: WIPFLI, LLP Service code 15 · EIN 39-0758449 | Recordkeeping | $20,439 |
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 | $71,237 | $78,485-9.2% | $106,213-32.9% | $74,495-4.4% |
| Participation rate | 89.1% | 72.8%+16.3pp | 75.3%+13.8pp | 67.2%+21.9pp |
| Annual return | 11.67% | 15.95%-4.3pp | 116.14%-104.5pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $2,099 | $2,523-16.8% | $3,171-33.8% | $2,623-20.0% |
| Participant deferral / active EE | $5,888 | $4,322+36.2% | $5,016+17.4% | $4,346+35.5% |
| Admin fee / account holder | $454 | $2,232-79.7% | $11,033-95.9% | $1,942-76.6% |