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 9-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 CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $16,930 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $15,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,226 | $56,423-50.0% | $77,163-63.4% | $71,457-60.5% |
| Participation rate | 88.0% | 64.3%+23.7pp | 69.6%+18.5pp | 67.9%+20.1pp |
| Annual return | 21.16% | 19.05%+2.1pp | 37.87%-16.7pp | 28.85%-7.7pp |
| Employer contribution / active EE | $1,896 | $1,866+1.6% | $2,535-25.2% | $2,588-26.7% |
| Participant deferral / active EE | $5,173 | $3,142+64.6% | $3,833+34.9% | $4,289+20.6% |
| Admin fee / account holder | $195 | $1,429-86.3% | $5,472-96.4% | $1,587-87.7% |