Filed February 12, 2020 (most recent of 2 filings on file)
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 CORPORATION Service code 27 · EIN 95-2834236 | Advisory (Plan) | $26,080 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,075 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,710 | $121,341-52.4% | $189,513-69.5% | $79,386-27.3% |
| Participation rate | 96.3% | 86.1%+10.2pp | 87.8%+8.5pp | 70.7%+25.6pp |
| Annual return | 12.38% | 21.08%-8.7pp | 555.15%-542.8pp | 116.85%-104.5pp |
| Employer contribution / active EE | $2,810 | $3,915-28.2% | $6,162-54.4% | $2,427+15.8% |
| Participant deferral / active EE | $4,756 | $6,395-25.6% | $8,221-42.2% | $4,046+17.6% |
| Admin fee / account holder | $123 | $651-81.1% | $12,045-99.0% | $626-80.4% |