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 Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,293 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,354 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $206,412 | $70,908+191.1% | $98,907+108.7% | $73,488+180.9% |
| Participation rate | 93.6% | 73.8%+19.8pp | 76.0%+17.6pp | 70.7%+22.9pp |
| Annual return | 12.55% | 34.17%-21.6pp | 196.43%-183.9pp | 28.51%-16.0pp |
| Employer contribution / active EE | $3,535 | $2,036+73.6% | $2,689+31.5% | $2,270+55.7% |
| Participant deferral / active EE | $11,075 | $3,500+216.5% | $4,244+160.9% | $3,740+196.2% |
| Admin fee / account holder | $375 | $535-30.0% | $6,642-94.4% | $513-27.0% |