Filed January 20, 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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $153,729 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $133,346 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,306 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $218,018 | $88,515+146.3% | $162,163+34.4% | $67,579+222.6% |
| Participation rate | 97.7% | 86.8%+10.9pp | 87.6%+10.1pp | 71.3%+26.4pp |
| Annual return | 24.14% | 27.04%-2.9pp | 115.59%-91.5pp | 378.56%-354.4pp |
| Employer contribution / active EE | $10,240 | $3,563+187.4% | $5,614+82.4% | $2,148+376.8% |
| Participant deferral / active EE | $10,391 | $5,724+81.5% | $7,298+42.4% | $3,539+193.6% |
| Admin fee / account holder | $460 | $124+272.1% | $10,843-95.8% | $142+223.4% |