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 FINANCIAL5 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $34,470 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,728 |
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 | $122,755 | $73,638+66.7% | $95,952+27.9% | $73,488+67.0% |
| Participation rate | 88.3% | 76.2%+12.2pp | 77.1%+11.3pp | 70.7%+17.7pp |
| Annual return | 18.55% | 16.78%+1.8pp | 91.61%-73.1pp | 28.51%-10.0pp |
| Employer contribution / active EE | $1 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $6,641 | $3,617+83.6% | $4,167+59.4% | $3,740+77.6% |
| Admin fee / account holder | $283 | $482-41.3% | $6,795-95.8% | $513-44.8% |