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 71 · EIN 95-2834236 | Brokerage Fees | $17,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
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 | $18,862 | $30,555-38.3% | $80,716-76.6% | $86,799-78.3% |
| Participation rate | 23.7% | 37.2%-13.6pp | 54.2%-30.5pp | 72.3%-48.6pp |
| Annual return | 13.27% | 30.35%-17.1pp | 87.28%-74.0pp | 97.91%-84.6pp |
| Employer contribution / active EE | $223 | $472-52.7% | $1,160-80.7% | $2,405-90.7% |
| Participant deferral / active EE | $1,095 | $1,050+4.3% | $2,146-49.0% | $4,131-73.5% |
| Admin fee / account holder | $193 | $135+42.3% | $3,380-94.3% | $170+13.7% |