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 FINANCIAL2 years Service code 28 · EIN 04-3046611 | Investment Management | $0 |
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 | $55,374 | $59,186-6.4% | $76,768-27.9% | $56,287-1.6% |
| Participation rate | 86.5% | 75.2%+11.3pp | 77.0%+9.5pp | 69.9%+16.6pp |
| Annual return | 9.26% | 6.62%+2.6pp | 2.43%+6.8pp | -9.96%+19.2pp |
| Employer contribution / active EE | $1,030 | $1,759-41.4% | $2,485-58.5% | $2,111-51.2% |
| Participant deferral / active EE | $2,575 | $3,255-20.9% | $3,852-33.1% | $3,350-23.1% |
| Admin fee / account holder | $54 | $489-89.0% | $6,675-99.2% | $521-89.6% |