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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $15,650 |
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 | $24,494 | $66,601-63.2% | $92,893-73.6% | $67,579-63.8% |
| Participation rate | 90.6% | 72.5%+18.1pp | 76.0%+14.6pp | 71.3%+19.3pp |
| Annual return | 27.57% | 92.58%-65.0pp | 109.41%-81.8pp | 378.56%-351.0pp |
| Employer contribution / active EE | $783 | $2,775-71.8% | $3,653-78.6% | $2,148-63.6% |
| Participant deferral / active EE | $3,266 | $3,157+3.5% | $4,236-22.9% | $3,539-7.7% |
| Admin fee / account holder | $13 | $199-93.7% | $5,794-99.8% | $142-91.2% |