Filed August 11, 2025
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 FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $9,225 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $8,289 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,092 | $46,732-46.3% | $156,549-84.0% | $55,167-54.5% |
| Participation rate | 75.2% | 65.8%+9.4pp | 84.0%-8.8pp | 69.0%+6.2pp |
| Annual return | 5.13% | 17.72%-12.6pp | 32.23%-27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $1,438 | $2,105-31.7% | $5,501-73.9% | $1,963-26.7% |
| Participant deferral / active EE | $2,843 | $2,204+29.0% | $4,871-41.6% | $3,054-6.9% |
| Admin fee / account holder | $39 | $418-90.7% | $13,027-99.7% | $504-92.3% |