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 6-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) | $30,129 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,388 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,584 | $79,171+73.8% | $102,423+34.3% | $74,495+84.7% |
| Participation rate | 94.0% | 74.8%+19.2pp | 76.5%+17.5pp | 67.2%+26.8pp |
| Annual return | 22.05% | 54.93%-32.9pp | 29.32%-7.3pp | 1364.94%-1342.9pp |
| Employer contribution / active EE | $7,915 | $2,362+235.0% | $3,023+161.8% | $2,623+201.7% |
| Participant deferral / active EE | $16,672 | $4,415+277.6% | $5,053+229.9% | $4,346+283.6% |
| Admin fee / account holder | $159 | $2,001-92.0% | $9,451-98.3% | $1,942-91.8% |