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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.
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $62,140 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,791 |
Filed as: STRATEGIC RETIREMENT PLAN Service code 27 · EIN 81-2204426 | Advisory (Plan) | $28,031 |
Employer contribution per participant 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 | $33,109 | $37,317-11.3% | $77,024-57.0% | $77,904-57.5% |
| Participation rate | 77.9% | 46.9%+31.1pp | 67.9%+10.0pp | 73.7%+4.3pp |
| Annual return | -16.22% | -5.88%-10.3pp | 42.32%-58.5pp | 12.21%-28.4pp |
| Employer contribution / active EE | $0 | $1,218-100.0% | $2,812-100.0% | $2,848-100.0% |
| Participant deferral / active EE | $6,313 | $2,564+146.2% | $4,426+42.6% | $4,806+31.4% |
| Admin fee / account holder | $38 | $126-69.8% | $5,425-99.3% | $133-71.4% |