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 FINANCIAL2+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $16,822 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $5,272 |
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 | $27,748 | $46,173-39.9% | $170,442-83.7% | $69,631-60.2% |
| Participation rate | 84.0% | 63.9%+20.1pp | 83.6%+0.4pp | 70.7%+13.3pp |
| Annual return | 15.74% | 21.62%-5.9pp | 205.93%-190.2pp | 27571.02%-27555.3pp |
| Employer contribution / active EE | $1,774 | $1,610+10.2% | $5,433-67.3% | $2,032-12.7% |
| Participant deferral / active EE | $3,291 | $2,080+58.2% | $4,939-33.4% | $3,224+2.1% |
| Admin fee / account holder | $20 | $116-82.7% | $13,880-99.9% | $110-81.9% |