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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $20,773 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $87,733 | $78,422+11.9% | $95,952-8.6% | $79,858+9.9% |
| Participation rate | 84.3% | 73.5%+10.9pp | 77.1%+7.3pp | 69.6%+14.7pp |
| Annual return | 14.81% | 19.37%-4.6pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $698 | $1,945-64.1% | $2,541-72.5% | $2,471-71.8% |
| Participant deferral / active EE | $4,396 | $3,440+27.8% | $4,167+5.5% | $3,740+17.6% |
| Admin fee / account holder | $2 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |