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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $151,404 |
Service code 37 · EIN 04-2647786 | Loan Processing | $83,574 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $41,225 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN Service code 10 · EIN 38-1357951 | Accounting | $16,800 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $270,559 | $111,491+142.7% | $189,513+42.8% | $86,799+211.7% |
| Participation rate | 97.8% | 87.3%+10.5pp | 87.8%+10.0pp | 72.3%+25.6pp |
| Annual return | 16.03% | 83.50%-67.5pp | 555.15%-539.1pp | 97.91%-81.9pp |
| Employer contribution / active EE | $11,228 | $3,951+184.2% | $6,162+82.2% | $2,405+366.8% |
| Participant deferral / active EE | $11,440 | $6,437+77.7% | $8,221+39.2% | $4,131+176.9% |
| Admin fee / account holder | $412 | $189+118.4% | $12,045-96.6% | $170+143.0% |