Filed November 21, 2025 (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 |
|---|---|---|
LPL FINANCIAL10+ years Filed as: LPL FINANCIAL CORPORATION Service code 49 · EIN 95-2834236 | Other Services | $26,525 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $11,944 |
CARON & BLETZER, PLLC10+ years Filed as: CARON & BLETZER Service code 10 · EIN 04-3499945 | Accounting | $11,000 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $9,353 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,298 | $78,485+21.4% | $106,213-10.3% | $74,495+27.9% |
| Participation rate | 92.8% | 72.8%+19.9pp | 75.3%+17.5pp | 67.2%+25.6pp |
| Annual return | 12.37% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $1,808 | $2,523-28.3% | $3,171-43.0% | $2,623-31.1% |
| Participant deferral / active EE | $6,311 | $4,322+46.0% | $5,016+25.8% | $4,346+45.2% |
| Admin fee / account holder | $48 | $2,232-97.9% | $11,033-99.6% | $1,942-97.5% |