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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $66,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $950 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,045 | $73,638+144.5% | $95,952+87.6% | $73,488+145.0% |
| Participation rate | 94.1% | 76.2%+17.9pp | 77.1%+17.0pp | 70.7%+23.4pp |
| Annual return | 17.12% | 16.78%+0.3pp | 91.61%-74.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $7,017 | $1,863+276.6% | $2,541+176.1% | $2,270+209.1% |
| Participant deferral / active EE | $4,442 | $3,617+22.8% | $4,167+6.6% | $3,740+18.8% |
| Admin fee / account holder | $4 | $482-99.1% | $6,795-99.9% | $513-99.1% |