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 FINANCIAL3 years Filed as: LPL FINANCIAL CORPORATION Service code 27 · EIN 04-3046611 | Advisory (Plan) | $26,129 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $20,508 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,134 | $62,127-49.9% | $81,382-61.7% | $74,495-58.2% |
| Participation rate | 90.7% | 64.0%+26.6pp | 69.5%+21.2pp | 67.2%+23.5pp |
| Annual return | 17.55% | 16.48%+1.1pp | 24.73%-7.2pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $1,857 | $1,882-1.3% | $2,463-24.6% | $2,623-29.2% |
| Participant deferral / active EE | $4,976 | $3,229+54.1% | $3,883+28.1% | $4,346+14.5% |
| Admin fee / account holder | $218 | $1,934-88.7% | $5,768-96.2% | $1,942-88.8% |