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 FINANCIAL7 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $69,630 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,625 |
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 | $175,486 | $76,050+130.7% | $96,544+81.8% | $71,457+145.6% |
| Participation rate | 98.4% | 74.4%+24.0pp | 76.0%+22.5pp | 67.9%+30.5pp |
| Annual return | 27.32% | 22.81%+4.5pp | 25.84%+1.5pp | 28.85%-1.5pp |
| Employer contribution / active EE | $8,317 | $2,244+270.6% | $2,965+180.5% | $2,588+221.4% |
| Participant deferral / active EE | $5,649 | $4,215+34.0% | $4,851+16.4% | $4,289+31.7% |
| Admin fee / account holder | $6 | $2,707-99.8% | $8,252-99.9% | $1,587-99.6% |