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 FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $66,029 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$27,149 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,932 | $99,168+25.0% | $96,534+28.4% | $74,460+66.4% |
| Participation rate | 94.9% | 80.7%+14.2pp | 76.0%+18.9pp | 70.7%+24.1pp |
| Annual return | 105.65% | 22.40%+83.3pp | 25.88%+79.8pp | 34.38%+71.3pp |
| Employer contribution / active EE | $2,738 | $2,570+6.5% | $2,965-7.7% | $2,638+3.8% |
| Participant deferral / active EE | $4,666 | $4,936-5.5% | $4,851-3.8% | $4,530+3.0% |
| Admin fee / account holder | $113 | $225-49.7% | $8,253-98.6% | $348-67.5% |