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 27 · EIN 04-3046611 | Advisory (Plan) | $24,821 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,580 |
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 | $72,997 | $86,332-15.4% | $125,175-41.7% | $65,185+12.0% |
| Participation rate | 93.8% | 75.3%+18.5pp | 79.8%+14.0pp | 70.2%+23.6pp |
| Annual return | 19.49% | 27.43%-7.9pp | 43.79%-24.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $2,533 | $2,040+24.2% | $3,865-34.5% | $2,177+16.4% |
| Participant deferral / active EE | $5,303 | $3,537+49.9% | $4,937+7.4% | $3,514+50.9% |
| Admin fee / account holder | $204 | $609-66.5% | $9,702-97.9% | $847-75.9% |