Filed September 5, 2026
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 Service code 27 · EIN 84-4519624 | Advisory (Plan) | $25,760 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $20,324 |
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 | $137,495 | $57,281+140.0% | $86,612+58.7% | $75,163+82.9% |
| Participation rate | 95.7% | 63.2%+32.5pp | 71.7%+24.0pp | 67.2%+28.5pp |
| Annual return | 13.79% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $4,291 | $2,314+85.4% | $3,022+42.0% | $2,670+60.7% |
| Participant deferral / active EE | $6,215 | $3,318+87.3% | $4,438+40.1% | $4,125+50.7% |
| Admin fee / account holder | $431 | $4,112-89.5% | $5,614-92.3% | $5,651-92.4% |