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 FINANCIAL3 years Filed as: LPL FINANCIAL RP COMPENSATION Service code 26 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $66,045 |
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 | $114,902 | $104,317+10.1% | $159,436-27.9% | $86,799+32.4% |
| Participation rate | 97.4% | 77.7%+19.7pp | 82.8%+14.6pp | 72.3%+25.1pp |
| Annual return | 10.20% | 26.32%-16.1pp | 263.57%-253.4pp | 97.91%-87.7pp |
| Employer contribution / active EE | $3,374 | $3,451-2.2% | $4,829-30.1% | $2,405+40.3% |
| Participant deferral / active EE | $6,351 | $6,837-7.1% | $7,352-13.6% | $4,131+53.8% |
| Admin fee / account holder | $192 | $172+11.4% | $10,799-98.2% | $170+13.1% |