See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $21,807 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,638 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,086 | $64,286-19.0% | $90,951-42.7% | $73,409-29.0% |
| Participation rate | 68.5% | 63.6%+4.9pp | 69.0%-0.5pp | 72.2%-3.7pp |
| Annual return | 21.77% | 21.45%+0.3pp | 134.60%-112.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $748 | $895-16.4% | $2,122-64.8% | $2,234-66.5% |
| Participant deferral / active EE | $3,136 | $2,453+27.8% | $3,373-7.0% | $3,805-17.6% |
| Admin fee / account holder | $8 | $287-97.2% | $5,959-99.9% | $158-95.0% |