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 FINANCIAL9 years Filed as: NEXT FINANCIAL GROUP Service code 55 · EIN 54-1900002 | Other Commissions | $28,172 |
Service code 55 · EIN 13-3749682 | Other Commissions | $21,215 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $218 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,545 | $95,803+88.5% | $113,168+59.5% | $84,808+112.9% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.36% | 25.00%-10.6pp | 24.27%-9.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $5,078 | $2,360+115.2% | $2,975+70.7% | $2,631+93.0% |
| Participant deferral / active EE | $7,321 | $4,242+72.6% | $5,107+43.4% | $4,212+73.8% |
| Admin fee / account holder | $2 | $8,989-100.0% | $12,068-100.0% | $7,344-100.0% |