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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $80,271 |
Service code 37 · EIN 04-2647786 | Loan Processing | $800 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,428 | $65,435+114.6% | $86,677+62.0% | $66,914+109.9% |
| Participation rate | 99.4% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.6pp |
| Annual return | -21.61% | -10.89%-10.7pp | 35.91%-57.5pp | 1.58%-23.2pp |
| Employer contribution / active EE | $5,508 | $2,153+155.8% | $2,836+94.2% | $2,544+116.5% |
| Participant deferral / active EE | $4,474 | $4,100+9.1% | $4,656-3.9% | $4,237+5.6% |
| Admin fee / account holder | $3 | $642-99.5% | $7,493-100.0% | $593-99.5% |