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 55 · EIN 04-3046611 | Other Commissions | $69,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,592 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,683 | $86,225-45.9% | $146,665-68.2% | $86,799-46.2% |
| Participation rate | 91.3% | 78.0%+13.3pp | 80.1%+11.2pp | 72.3%+19.0pp |
| Annual return | 13.58% | 31.23%-17.6pp | 22.74%-9.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $858 | $2,392-64.2% | $4,136-79.3% | $2,405-64.3% |
| Participant deferral / active EE | $5,259 | $4,245+23.9% | $5,506-4.5% | $4,131+27.3% |
| Admin fee / account holder | $8 | $195-95.8% | $10,280-99.9% | $170-95.2% |