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 Service code 55 · EIN 04-3046611 | Other Commissions | $18,738 |
Service code 37 · EIN 04-2647786 | Loan Processing | $675 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,053 | $64,909-2.9% | $82,313-23.4% | $62,292+1.2% |
| Participation rate | 85.4% | 74.9%+10.6pp | 76.9%+8.5pp | 69.5%+15.9pp |
| Annual return | 18.41% | 21.18%-2.8pp | 25.88%-7.5pp | 28.90%-10.5pp |
| Employer contribution / active EE | $631 | $1,676-62.4% | $2,428-74.0% | $2,042-69.1% |
| Participant deferral / active EE | $3,539 | $3,103+14.0% | $3,706-4.5% | $3,169+11.7% |
| Admin fee / account holder | $6 | $440-98.7% | $5,608-99.9% | $479-98.8% |