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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $87,343 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $1,984 |
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 | $172,250 | $79,171+117.6% | $102,423+68.2% | $74,495+131.2% |
| Participation rate | 95.0% | 74.8%+20.2pp | 76.5%+18.5pp | 67.2%+27.8pp |
| Annual return | 20.88% | 54.93%-34.1pp | 29.32%-8.4pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $8,855 | $2,362+274.8% | $3,023+192.9% | $2,623+237.6% |
| Participant deferral / active EE | $5,606 | $4,415+27.0% | $5,053+11.0% | $4,346+29.0% |
| Admin fee / account holder | $6 | $2,001-99.7% | $9,451-99.9% | $1,942-99.7% |