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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $83,925 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,300 |
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 | $201,656 | $84,936+137.4% | $111,297+81.2% | $79,386+154.0% |
| Participation rate | 98.1% | 75.9%+22.3pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 18.91% | 17.45%+1.5pp | 54.65%-35.7pp | 116.85%-97.9pp |
| Employer contribution / active EE | $5,698 | $1,979+187.9% | $2,731+108.6% | $2,427+134.7% |
| Participant deferral / active EE | $4,513 | $3,888+16.1% | $4,487+0.6% | $4,046+11.6% |
| Admin fee / account holder | $6 | $537-98.9% | $7,964-99.9% | $626-99.1% |