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 FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $24,189 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,072 |
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 | $54,101 | $66,302-18.4% | $110,238-50.9% | $56,287-3.9% |
| Participation rate | 94.3% | 74.9%+19.4pp | 79.8%+14.5pp | 69.9%+24.5pp |
| Annual return | -5.26% | -1.18%-4.1pp | 314.74%-320.0pp | -9.96%+4.7pp |
| Employer contribution / active EE | $2,361 | $2,047+15.3% | $3,826-38.3% | $2,111+11.8% |
| Participant deferral / active EE | $4,772 | $3,381+41.1% | $4,672+2.2% | $3,350+42.5% |
| Admin fee / account holder | $191 | $698-72.6% | $8,547-97.8% | $521-63.3% |