Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $44,100 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $25,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,688 | $45,000-38.5% | $143,788-80.7% | $77,906-64.5% |
| Participation rate | 21.3% | 66.8%-45.6pp | 80.3%-59.0pp | 73.7%-52.4pp |
| Annual return | -14.79% | 29.03%-43.8pp | -0.03%-14.8pp | 12.16%-26.9pp |
| Employer contribution / active EE | $699 | $1,870-62.6% | $4,952-85.9% | $2,846-75.4% |
| Participant deferral / active EE | $1,498 | $3,157-52.5% | $5,638-73.4% | $4,805-68.8% |
| Admin fee / account holder | $201 | $98+104.4% | $14,675-98.6% | $133+51.8% |