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 LLC2 years Service code 27 · EIN 84-4519624 | Advisory (Plan) | $29,641 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,476 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,944 | $60,323+127.0% | $81,812+67.4% | $74,495+83.8% |
| Participation rate | 97.1% | 62.9%+34.3pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 9.35% | 16.90%-7.6pp | 773.79%-764.4pp | 1364.94%-1355.6pp |
| Employer contribution / active EE | $3,906 | $2,620+49.1% | $2,912+34.1% | $2,623+48.9% |
| Participant deferral / active EE | $5,956 | $3,387+75.8% | $4,319+37.9% | $4,346+37.1% |
| Admin fee / account holder | $446 | $1,486-70.0% | $7,386-94.0% | $1,942-77.0% |