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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $32,649 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,352 |
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 | $65,276 | $88,083-25.9% | $164,813-60.4% | $74,495-12.4% |
| Participation rate | 77.1% | 73.0%+4.1pp | 78.6%-1.5pp | 67.2%+9.9pp |
| Annual return | 11.77% | 17.26%-5.5pp | 69.93%-58.2pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $851 | $2,593-67.2% | $4,341-80.4% | $2,623-67.6% |
| Participant deferral / active EE | $4,119 | $4,498-8.4% | $6,031-31.7% | $4,346-5.2% |
| Admin fee / account holder | $257 | $2,234-88.5% | $12,690-98.0% | $1,942-86.7% |