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 | $17,948 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,256 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $64,437 | $80,753-20.2% | $136,294-52.7% | $62,292+3.4% |
| Participation rate | 52.6% | 73.5%-20.9pp | 81.9%-29.3pp | 69.5%-16.9pp |
| Annual return | 19.02% | 35.83%-16.8pp | 5155.94%-5136.9pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,789 | $2,884-38.0% | $4,695-61.9% | $2,042-12.4% |
| Participant deferral / active EE | $8,108 | $5,164+57.0% | $6,247+29.8% | $3,169+155.9% |
| Admin fee / account holder | $10 | $525-98.2% | $9,243-99.9% | $479-98.0% |