Filed June 12, 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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $131,655 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $57,305 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING LEGAL, P.A. Service code 27 · EIN 43-1807084 | Advisory (Plan) | $32,500 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPTRUST Service code 26 · EIN 26-0058143 | Advisory (Participants) | $22,549 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING RETIREMENT SERV. Service code 49 · EIN 43-1270780 | Other Services | $16,250 |
APRIO LLP2 years Service code 10 · EIN 57-1157523 | Accounting | $10,750 |
Form 5500 reported that benefits due were not provided when due.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,525 | $122,186+13.4% | $146,958-5.7% | $199,593-30.6% |
| Participation rate | 98.8% | 78.3%+20.5pp | 82.2%+16.6pp | 72.0%+26.8pp |
| Annual return | 25.36% | 30.56%-5.2pp | 418.34%-393.0pp | 34.25%-8.9pp |
| Employer contribution / active EE | $8,055 | $4,093+96.8% | $4,933+63.3% | $3,034+165.5% |
| Participant deferral / active EE | $12,099 | $8,502+42.3% | $8,070+49.9% | $5,087+137.8% |
| Admin fee / account holder | $88 | $179-51.0% | $12,998-99.3% | $269-67.4% |