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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $79,406 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,236 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,391 | $107,459-36.4% | $135,903-49.7% | $80,160-14.7% |
| Participation rate | 75.7% | 78.0%-2.4pp | 81.9%-6.2pp | 72.9%+2.8pp |
| Annual return | 30.22% | 91.91%-61.7pp | 68.23%-38.0pp | 40.38%-10.2pp |
| Employer contribution / active EE | $2,604 | $3,877-32.8% | $4,856-46.4% | $2,978-12.6% |
| Participant deferral / active EE | $9,004 | $8,195+9.9% | $7,758+16.1% | $5,017+79.5% |
| Admin fee / account holder | $6 | $127-95.5% | $10,762-99.9% | $145-96.1% |