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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $55,595 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $325 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,921 | $84,936+8.2% | $111,308-17.4% | $79,391+15.8% |
| Participation rate | 93.3% | 75.9%+17.4pp | 77.3%+16.0pp | 70.7%+22.6pp |
| Annual return | 15.25% | 17.45%-2.2pp | 54.67%-39.4pp | 116.88%-101.6pp |
| Employer contribution / active EE | $577 | $1,979-70.8% | $2,732-78.9% | $2,428-76.2% |
| Participant deferral / active EE | $4,007 | $3,888+3.1% | $4,487-10.7% | $4,046-0.9% |
| Admin fee / account holder | $192 | $537-64.2% | $7,965-97.6% | $627-69.3% |