Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,000 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $42,116 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,907 | $91,680+37.3% | $67,524+86.5% | $77,692+62.1% |
| Participation rate | 99.2% | 76.0%+23.3pp | 72.9%+26.4pp | 70.6%+28.7pp |
| Annual return | 11.98% | 14.87%-2.9pp | 3519.41%-3507.4pp | 31.25%-19.3pp |
| Employer contribution / active EE | $5,081 | $3,186+59.5% | $2,734+85.8% | $2,726+86.4% |
| Participant deferral / active EE | $5,385 | $3,909+37.8% | $4,001+34.6% | $4,648+15.8% |
| Admin fee / account holder | $184 | $176+4.5% | $4,001-95.4% | $431-57.2% |