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 FINANCIAL8 years Filed as: LPL FINANCIAL, LLC Service code 27 · EIN 95-2834236 | Advisory (Plan) | $22,037 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,070 | $81,248-66.7% | $155,509-82.6% | $80,856-66.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | -77.66% | 33.31%-111.0pp | 64.67%-142.3pp | 35.59%-113.3pp |
| Employer contribution / active EE | $3,447 | $3,100+11.2% | $4,672-26.2% | $2,755+25.1% |
| Participant deferral / active EE | $7,865 | $3,452+127.9% | $5,626+39.8% | $4,296+83.1% |
| Admin fee / account holder | $1,119 | $7,997-86.0% | $15,912-93.0% | $6,918-83.8% |