Filed March 31, 2025 (most recent of 4 filings on file)
Total covered: 17 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL8 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $33,588 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,973 | $31,741+230.7% | $56,411+86.1% | $199,593-47.4% |
| Participation rate | 14.2% | 32.3%-18.2pp | 52.5%-38.3pp | 72.0%-57.8pp |
| Annual return | 13.75% | 14.72%-1.0pp | 1701.33%-1687.6pp | 34.25%-20.5pp |
| Employer contribution / active EE | $300 | $508-40.9% | $1,039-71.1% | $3,034-90.1% |
| Participant deferral / active EE | $754 | $1,184-36.3% | $1,952-61.4% | $5,087-85.2% |
| Admin fee / account holder | $151 | $426-64.6% | $2,829-94.7% | $269-43.9% |