Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $47,266 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $475 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,671 | $73,638+15.0% | $95,964-11.8% | $73,497+15.2% |
| Participation rate | 92.3% | 76.2%+16.2pp | 77.1%+15.2pp | 70.7%+21.6pp |
| Annual return | 12.40% | 16.78%-4.4pp | 91.64%-79.2pp | 28.51%-16.1pp |
| Employer contribution / active EE | $569 | $1,863-69.5% | $2,541-77.6% | $2,270-75.0% |
| Participant deferral / active EE | $3,920 | $3,617+8.4% | $4,167-5.9% | $3,740+4.8% |
| Admin fee / account holder | $164 | $482-66.0% | $6,797-97.6% | $513-68.0% |