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 | $21,152 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,605 | $68,413+3.2% | $123,104-42.6% | $55,191+27.9% |
| Participation rate | 50.4% | 84.5%-34.2pp | 86.8%-36.4pp | 69.2%-18.8pp |
| Annual return | -0.23% | 6.30%-6.5pp | 13.22%-13.4pp | 10.78%-11.0pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $5,151-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $4,681 | $4,490+4.2% | $6,230-24.9% | $3,046+53.7% |
| Admin fee / account holder | $10 | $88-88.1% | $9,015-99.9% | $91-88.5% |