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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC-RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $16,909 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $4,864 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,634 | $82,917-61.8% | $103,333-69.4% | $77,643-59.3% |
| Participation rate | 59.0% | 71.6%-12.5pp | 74.5%-15.5pp | 70.6%-11.5pp |
| Annual return | 16.60% | 19.13%-2.5pp | 24.88%-8.3pp | 31.24%-14.6pp |
| Employer contribution / active EE | $1,920 | $3,552-45.9% | $3,868-50.4% | $2,726-29.6% |
| Participant deferral / active EE | $1,153 | $4,108-71.9% | $5,057-77.2% | $4,647-75.2% |
| Admin fee / account holder | $154 | $638-75.8% | $8,355-98.2% | $430-64.2% |