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 10-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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $42,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$27,862 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,988 | $81,908-24.3% | $90,749-31.7% | $64,808-4.4% |
| Participation rate | 72.5% | 80.5%-8.0pp | 75.7%-3.2pp | 71.5%+1.0pp |
| Annual return | 40.47% | -12.53%+53.0pp | -12.16%+52.6pp | 32.82%+7.7pp |
| Employer contribution / active EE | $1,083 | $3,065-64.7% | $2,921-62.9% | $2,506-56.8% |
| Participant deferral / active EE | $4,406 | $4,840-9.0% | $4,564-3.5% | $4,310+2.2% |
| Admin fee / account holder | $20 | $157-87.1% | $8,445-99.8% | $188-89.2% |