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 FINANCIAL3+ years Filed as: LPL FINANCIAL LLC Service code 49 · EIN 95-2834236 | Other Services | $22,775 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $13,300 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $7,183 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,187 | $47,977-35.0% | $154,107-79.8% | $56,287-44.6% |
| Participation rate | 90.6% | 66.2%+24.4pp | 83.0%+7.5pp | 69.9%+20.7pp |
| Annual return | 11.27% | 3.54%+7.7pp | 735.12%-723.9pp | -9.96%+21.2pp |
| Employer contribution / active EE | $2,222 | $2,169+2.5% | $5,298-58.1% | $2,111+5.3% |
| Participant deferral / active EE | $3,973 | $2,392+66.1% | $5,081-21.8% | $3,350+18.6% |
| Admin fee / account holder | $75 | $438-82.9% | $13,411-99.4% | $521-85.6% |