Filed January 29, 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 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 55 · EIN 04-3046611 | Other Commissions | $60,267 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,186 |
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 | $145,063 | $65,376+121.9% | $87,100+66.5% | $65,185+122.5% |
| Participation rate | 98.4% | 75.3%+23.1pp | 76.9%+21.5pp | 70.2%+28.2pp |
| Annual return | 28.24% | 31.27%-3.0pp | 28.19%0pp | 29.38%-1.1pp |
| Employer contribution / active EE | $7,988 | $1,822+338.3% | $2,521+216.8% | $2,177+267.0% |
| Participant deferral / active EE | $3,991 | $3,388+17.8% | $4,049-1.4% | $3,514+13.6% |
| Admin fee / account holder | $10 | $520-98.1% | $7,497-99.9% | $847-98.9% |