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 Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $29,290 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $975 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $39,256 | $44,059-10.9% | $71,671-45.2% | $69,631-43.6% |
| Participation rate | 34.4% | 60.8%-26.3pp | 68.7%-34.3pp | 70.7%-36.3pp |
| Annual return | 17.97% | 21.97%-4.0pp | 20.65%-2.7pp | 27571.02%-27553.1pp |
| Employer contribution / active EE | $670 | $1,305-48.6% | $2,460-72.7% | $2,032-67.0% |
| Participant deferral / active EE | $1,207 | $2,370-49.1% | $3,438-64.9% | $3,224-62.6% |
| Admin fee / account holder | $16 | $108-85.2% | $5,558-99.7% | $110-85.5% |