Filed May 28, 2026 (most recent of 5 filings on file)
Total covered: 32 employees
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 FINANCIAL7+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $13,090 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,543 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,885 | $137,414-33.9% | $189,513-52.0% | $85,850+5.9% |
| Participation rate | 75.6% | 84.6%-9.1pp | 87.8%-12.3pp | 69.3%+6.2pp |
| Annual return | 11.09% | 38.14%-27.1pp | 555.15%-544.1pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,945 | $4,344-55.2% | $6,162-68.4% | $2,565-24.2% |
| Participant deferral / active EE | $3,481 | $6,260-44.4% | $8,221-57.7% | $3,952-11.9% |
| Admin fee / account holder | $53 | $8,630-99.4% | $12,045-99.6% | $6,260-99.1% |