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) | $5,978 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $5,568 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,753 | $58,264-60.9% | $86,612-73.7% | $71,457-68.2% |
| Participation rate | 93.5% | 65.0%+28.6pp | 71.7%+21.9pp | 67.9%+25.6pp |
| Annual return | 14.95% | 21.63%-6.7pp | 591.07%-576.1pp | 28.85%-13.9pp |
| Employer contribution / active EE | $1,822 | $2,574-29.2% | $3,022-39.7% | $2,588-29.6% |
| Participant deferral / active EE | $2,254 | $3,436-34.4% | $4,438-49.2% | $4,289-47.4% |
| Admin fee / account holder | $74 | $1,057-93.0% | $5,614-98.7% | $1,587-95.3% |