Filed September 17, 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 9-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 5440 W 110TH ST STE 102 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $28,116 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,920 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $10 |
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 | $94,439 | $72,137+30.9% | $142,449-33.7% | $71,457+32.2% |
| Participation rate | 85.3% | 71.7%+13.6pp | 76.8%+8.5pp | 67.9%+17.4pp |
| Annual return | 10.29% | 21.15%-10.9pp | 19.99%-9.7pp | 28.85%-18.6pp |
| Employer contribution / active EE | $1,581 | $3,793-58.3% | $4,847-67.4% | $2,588-38.9% |
| Participant deferral / active EE | $5,708 | $5,280+8.1% | $6,283-9.2% | $4,289+33.1% |
| Admin fee / account holder | $169 | $1,433-88.2% | $10,011-98.3% | $1,587-89.4% |