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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $10,831 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,263 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,091 | $42,548+6.0% | $74,550-39.5% | $56,287-19.9% |
| Participation rate | 69.9% | 60.5%+9.4pp | 69.1%+0.8pp | 69.9%+0.1pp |
| Annual return | -7.76% | 12.40%-20.2pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $371 | $855-56.6% | $1,961-81.1% | $2,111-82.4% |
| Participant deferral / active EE | $3,714 | $2,277+63.1% | $3,108+19.5% | $3,350+10.9% |
| Admin fee / account holder | $19 | $467-95.9% | $5,060-99.6% | $521-96.3% |