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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $31,094 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,550 |
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 | $54,182 | $74,347-27.1% | $93,606-42.1% | $67,579-19.8% |
| Participation rate | 96.6% | 80.6%+16.0pp | 75.8%+20.7pp | 71.3%+25.3pp |
| Annual return | 23.39% | 28.07%-4.7pp | 32.76%-9.4pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,062 | $2,583-20.2% | $2,718-24.1% | $2,148-4.0% |
| Participant deferral / active EE | $2,431 | $4,060-40.1% | $4,069-40.2% | $3,539-31.3% |
| Admin fee / account holder | $7 | $123-94.2% | $7,888-99.9% | $142-95.0% |