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 - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $20,458 |
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 | $33,646 | $91,517-63.2% | $101,248-66.8% | $73,409-54.2% |
| Participation rate | 95.0% | 73.8%+21.2pp | 75.8%+19.2pp | 72.2%+22.8pp |
| Annual return | 25.82% | 17.17%+8.6pp | 46.47%-20.7pp | 59.29%-33.5pp |
| Employer contribution / active EE | $1,537 | $2,877-46.6% | $3,660-58.0% | $2,234-31.2% |
| Participant deferral / active EE | $4,003 | $3,338+19.9% | $4,370-8.4% | $3,805+5.2% |
| Admin fee / account holder | $108 | $216-49.9% | $5,945-98.2% | $158-31.6% |