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.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,888 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,458 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $110,837 | $88,083+25.8% | $164,813-32.7% | $74,495+48.8% |
| Participation rate | 54.7% | 73.0%-18.4pp | 78.6%-23.9pp | 67.2%-12.5pp |
| Annual return | 16.76% | 17.26%-0.5pp | 69.93%-53.2pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $2,206 | $2,593-14.9% | $4,341-49.2% | $2,623-15.9% |
| Participant deferral / active EE | $4,048 | $4,498-10.0% | $6,031-32.9% | $4,346-6.8% |
| Admin fee / account holder | $332 | $2,234-85.1% | $12,690-97.4% | $1,942-82.9% |