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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $105,021 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,300 | $122,186-34.3% | $146,958-45.4% | $199,593-59.8% |
| Participation rate | 74.2% | 78.3%-4.1pp | 82.2%-8.0pp | 72.0%+2.2pp |
| Annual return | 21.89% | 30.56%-8.7pp | 418.34%-396.4pp | 34.25%-12.4pp |
| Employer contribution / active EE | $3,266 | $4,093-20.2% | $4,933-33.8% | $3,034+7.6% |
| Participant deferral / active EE | $11,156 | $8,502+31.2% | $8,070+38.2% | $5,087+119.3% |
| Admin fee / account holder | $7 | $179-95.8% | $12,998-99.9% | $269-97.2% |