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 LLC4 years Filed as: CREATIVE PLANNING INC. Service code 26 · EIN 43-1270780 | Advisory (Participants) | $21,501 |
AT RETIREMENT SERVICES, LLC3 years Service code 12 · EIN 83-3455979 | Participant loan processing; Recordke... | $18,703 |
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 | $26,388 | $53,165-50.4% | $86,188-69.4% | $74,419-64.5% |
| Participation rate | 91.2% | 64.9%+26.4pp | 69.0%+22.2pp | 70.7%+20.5pp |
| Annual return | 14.42% | 22.64%-8.2pp | 1168.45%-1154.0pp | 34.38%-20.0pp |
| Employer contribution / active EE | $1,214 | $1,210+0.4% | $2,380-49.0% | $2,637-54.0% |
| Participant deferral / active EE | $3,293 | $3,234+1.8% | $3,985-17.4% | $4,528-27.3% |
| Admin fee / account holder | $111 | $551-79.8% | $6,852-98.4% | $348-68.0% |