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 55 · EIN 04-3046611 | Other Commissions | $16,809 |
Service code 37 · EIN 04-2647786 | Loan Processing | $831 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,206 | $76,050-31.4% | $96,544-45.9% | $71,457-26.9% |
| Participation rate | 83.6% | 74.4%+9.2pp | 76.0%+7.6pp | 67.9%+15.6pp |
| Annual return | 16.99% | 22.81%-5.8pp | 25.84%-8.9pp | 28.85%-11.9pp |
| Employer contribution / active EE | $3,126 | $2,244+39.3% | $2,965+5.4% | $2,588+20.8% |
| Participant deferral / active EE | $3,926 | $4,215-6.9% | $4,851-19.1% | $4,289-8.5% |
| Admin fee / account holder | $5 | $2,707-99.8% | $8,252-99.9% | $1,587-99.7% |