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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $26,437 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,454 | $106,236-66.6% | $112,228-68.4% | $64,808-45.3% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.1%+21.2pp | 71.5%+24.8pp |
| Annual return | -14.88% | -6.02%-8.9pp | 27.45%-42.3pp | 32.82%-47.7pp |
| Employer contribution / active EE | $3,726 | $3,166+17.7% | $3,635+2.5% | $2,506+48.7% |
| Participant deferral / active EE | $4,211 | $3,785+11.2% | $4,728-10.9% | $4,310-2.3% |
| Admin fee / account holder | $180 | $452-60.2% | $6,410-97.2% | $188-4.3% |