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 4-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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $19,575 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,605 | $77,899-42.7% | $149,673-70.2% | $75,163-40.7% |
| Participation rate | 62.3% | 65.6%-3.3pp | 78.8%-16.4pp | 67.2%-4.9pp |
| Annual return | 26.98% | 31.72%-4.7pp | 134.42%-107.4pp | 160.62%-133.6pp |
| Employer contribution / active EE | $4,880 | $3,137+55.6% | $4,818+1.3% | $2,670+82.8% |
| Participant deferral / active EE | $11,242 | $3,411+229.6% | $5,680+97.9% | $4,125+172.5% |
| Admin fee / account holder | $265 | $5,956-95.6% | $13,210-98.0% | $5,651-95.3% |