Filed February 19, 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 7-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 27 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Advisory (Plan) | $13,397 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $950 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,802 | $65,946-77.6% | $81,783-81.9% | $77,671-80.9% |
| Participation rate | 93.3% | 65.8%+27.5pp | 72.4%+20.9pp | 70.6%+22.7pp |
| Annual return | 15.51% | 26.65%-11.1pp | 775.05%-759.5pp | 31.21%-15.7pp |
| Employer contribution / active EE | $1,137 | $2,371-52.0% | $2,913-60.9% | $2,726-58.3% |
| Participant deferral / active EE | $1,796 | $3,507-48.8% | $4,320-58.4% | $4,648-61.4% |
| Admin fee / account holder | $3 | $527-99.4% | $7,380-100.0% | $430-99.3% |