Filed April 10, 2026 (most recent of 2 filings on file)
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 LLC3 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $18,238 |
AT RETIREMENT SERVICES, LLC2 years Service code 12 · EIN 83-3455979 | Claims processing; Custodial (other t... | $13,312 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,867 | $42,353-43.6% | $79,550-70.0% | $64,808-63.2% |
| Participation rate | 90.8% | 64.8%+26.1pp | 69.5%+21.4pp | 71.5%+19.4pp |
| Annual return | -14.34% | -12.24%-2.1pp | 0.16%-14.5pp | 32.82%-47.2pp |
| Employer contribution / active EE | $1,159 | $1,181-1.8% | $2,413-52.0% | $2,506-53.8% |
| Participant deferral / active EE | $3,517 | $3,170+10.9% | $3,985-11.7% | $4,310-18.4% |
| Admin fee / account holder | $101 | $160-36.8% | $6,832-98.5% | $188-46.3% |