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 FINANCIAL4+ years Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $64,597 | $65,376-1.2% | $87,100-25.8% | $65,185-0.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 22.11% | 31.27%-9.2pp | 28.19%-6.1pp | 29.38%-7.3pp |
| Employer contribution / active EE | $1,336 | $1,822-26.7% | $2,521-47.0% | $2,177-38.6% |
| Participant deferral / active EE | $5,179 | $3,388+52.8% | $4,049+27.9% | $3,514+47.4% |
| Admin fee / account holder | $351 | $520-32.5% | $7,497-95.3% | $847-58.6% |