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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $40,986 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,488 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $78,261 | $59,186+32.2% | $76,768+1.9% | $56,287+39.0% |
| Participation rate | 87.4% | 75.2%+12.2pp | 77.0%+10.5pp | 69.9%+17.6pp |
| Annual return | -5.52% | 6.62%-12.1pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $5,311 | $3,255+63.2% | $3,852+37.9% | $3,350+58.5% |
| Admin fee / account holder | $200 | $489-59.2% | $6,675-97.0% | $521-61.7% |