Filed August 17, 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 |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $82,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,699 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,468 | $82,202-19.1% | $125,339-47.0% | $64,808+2.6% |
| Participation rate | 79.7% | 77.9%+1.8pp | 82.4%-2.7pp | 71.5%+8.2pp |
| Annual return | -16.39% | 3.48%-19.9pp | 572.05%-588.4pp | 32.82%-49.2pp |
| Employer contribution / active EE | $3,324 | $3,615-8.1% | $4,814-30.9% | $2,506+32.7% |
| Participant deferral / active EE | $11,693 | $7,175+63.0% | $7,446+57.0% | $4,310+171.3% |
| Admin fee / account holder | $5 | $163-96.9% | $10,010-99.9% | $188-97.3% |