Filed January 7, 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 LLC5+ years Filed as: CREATIVE PLANNING Service code 27 · EIN 45-5091060 | Advisory (Plan) | $23,751 |
Service code 99 · EIN 71-0294708 | Other Fees | $22,312 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: TPP RETIREMENT PLAN SPECIALISTS LLC Service code 15 · EIN 20-1301962 | Recordkeeping | $18,819 |
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC. Service code 99 · EIN 91-0850651 | Other Fees | $18,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,014 | $62,928-57.1% | $172,739-84.4% | $67,579-60.0% |
| Participation rate | 56.7% | 64.5%-7.8pp | 82.6%-26.0pp | 71.3%-14.6pp |
| Annual return | 23.00% | 30.36%-7.4pp | 802.84%-779.8pp | 378.56%-355.6pp |
| Employer contribution / active EE | $936 | $1,636-42.8% | $5,143-81.8% | $2,148-56.4% |
| Participant deferral / active EE | $2,240 | $2,145+4.5% | $5,198-56.9% | $3,539-36.7% |
| Admin fee / account holder | $153 | $167-8.3% | $13,954-98.9% | $142+7.4% |