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 27 · EIN 95-2834236 | Advisory (Plan) | $23,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,069 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,715 | $155,795-65.5% | $136,294-60.6% | $69,631-22.9% |
| Participation rate | 90.4% | 75.2%+15.1pp | 81.9%+8.4pp | 70.7%+19.7pp |
| Annual return | 25.13% | 232464.33%-232439.2pp | 5155.94%-5130.8pp | 27571.02%-27545.9pp |
| Employer contribution / active EE | $2,337 | $2,991-21.9% | $4,695-50.2% | $2,032+15.0% |
| Participant deferral / active EE | $7,567 | $5,394+40.3% | $6,247+21.1% | $3,224+134.7% |
| Admin fee / account holder | $65 | $128-49.6% | $9,243-99.3% | $110-41.5% |