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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,611 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,232 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,454 | $91,407+19.7% | $135,903-19.5% | $71,457+53.2% |
| Participation rate | 97.6% | 75.7%+21.9pp | 81.9%+15.7pp | 67.9%+29.6pp |
| Annual return | 21.82% | 29.90%-8.1pp | 68.23%-46.4pp | 28.85%-7.0pp |
| Employer contribution / active EE | $4,734 | $3,703+27.8% | $4,856-2.5% | $2,588+83.0% |
| Participant deferral / active EE | $11,004 | $7,092+55.2% | $7,758+41.8% | $4,289+156.6% |
| Admin fee / account holder | $380 | $1,266-70.0% | $10,762-96.5% | $1,587-76.1% |