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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $30,127 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,513 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,263 | $43,550+17.7% | $63,517-19.3% | $52,331-2.0% |
| Participation rate | 94.6% | 65.7%+28.9pp | 71.0%+23.6pp | 68.1%+26.5pp |
| Annual return | -0.41% | 2.03%-2.4pp | -70.30%+69.9pp | 4.54%-5.0pp |
| Employer contribution / active EE | $823 | $1,351-39.1% | $2,322-64.6% | $1,882-56.3% |
| Participant deferral / active EE | $2,852 | $2,254+26.5% | $2,953-3.4% | $3,022-5.6% |
| Admin fee / account holder | $17 | $387-95.5% | $5,892-99.7% | $592-97.1% |