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 |
|---|---|---|
LPL FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $146,498 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,611 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $32,371 |
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 | $244,222 | $111,608+118.8% | $177,821+37.3% | $73,409+232.7% |
| Participation rate | 98.8% | 87.9%+10.9pp | 87.7%+11.0pp | 72.2%+26.6pp |
| Annual return | 17.61% | 18.23%-0.6pp | 48.32%-30.7pp | 59.29%-41.7pp |
| Employer contribution / active EE | $9,511 | $3,796+150.5% | $5,918+60.7% | $2,234+325.8% |
| Participant deferral / active EE | $10,989 | $6,199+77.3% | $7,714+42.5% | $3,805+188.8% |
| Admin fee / account holder | $369 | $166+122.7% | $12,427-97.0% | $158+133.6% |