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 FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $24,172 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,877 | $72,012+74.8% | $185,823-32.3% | $79,858+57.6% |
| Participation rate | 93.1% | 65.8%+27.3pp | 78.0%+15.0pp | 69.6%+23.4pp |
| Annual return | 13.63% | 23.12%-9.5pp | 35.95%-22.3pp | 31.71%-18.1pp |
| Employer contribution / active EE | $3,015 | $1,965+53.5% | $4,087-26.2% | $2,471+22.0% |
| Participant deferral / active EE | $9,022 | $3,779+138.8% | $5,632+60.2% | $3,740+141.2% |
| Admin fee / account holder | $883 | $4,513-80.4% | $9,500-90.7% | $5,306-83.4% |