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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $31,640 |
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $5,961 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,469 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,466 | $87,870+91.7% | $113,168+48.9% | $74,304+126.7% |
| Participation rate | 93.9% | 70.7%+23.2pp | 76.6%+17.4pp | 60.3%+33.6pp |
| Annual return | 17.70% | 26.44%-8.7pp | 24.27%-6.6pp | 29.43%-11.7pp |
| Employer contribution / active EE | $7,566 | $2,277+232.3% | $2,975+154.3% | $2,241+237.6% |
| Participant deferral / active EE | $17,753 | $4,241+318.6% | $5,107+247.6% | $3,767+371.2% |
| Admin fee / account holder | $192 | $3,368-94.3% | $12,068-98.4% | $2,969-93.5% |