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 |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $49,483 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORPORATION Service code 55 4707 EXECUTIVE DR · SAN DIEGO, CA 92121 | Other Commissions | $34,530 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,526 | $102,553-17.6% | $151,611-44.2% | $66,914+26.3% |
| Participation rate | 88.2% | 85.5%+2.7pp | 87.5%+0.7pp | 69.8%+18.4pp |
| Annual return | -14.86% | -10.82%-4.0pp | 3.33%-18.2pp | 1.58%-16.4pp |
| Employer contribution / active EE | $2,958 | $4,180-29.2% | $6,166-52.0% | $2,544+16.3% |
| Participant deferral / active EE | $6,557 | $6,641-1.3% | $8,363-21.6% | $4,237+54.8% |
| Admin fee / account holder | $286 | $630-54.6% | $11,616-97.5% | $593-51.8% |