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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $11,919 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,138 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,896 | $54,573+13.4% | $90,951-31.9% | $73,488-15.8% |
| Participation rate | 78.8% | 61.2%+17.6pp | 69.0%+9.8pp | 70.7%+8.1pp |
| Annual return | 16.11% | 16.69%-0.6pp | 134.60%-118.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $384 | $991-61.3% | $2,122-81.9% | $2,270-83.1% |
| Participant deferral / active EE | $3,837 | $2,517+52.5% | $3,373+13.8% | $3,740+2.6% |
| Admin fee / account holder | $18 | $521-96.6% | $5,959-99.7% | $513-96.6% |