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 LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,473 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,870 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $43,233 | $73,404-41.1% | $87,100-50.4% | $67,579-36.0% |
| Participation rate | 74.8% | 80.9%-6.0pp | 76.9%-2.0pp | 71.3%+3.6pp |
| Annual return | 19.29% | 48.29%-29.0pp | 28.19%-8.9pp | 378.56%-359.3pp |
| Employer contribution / active EE | $1,101 | $2,014-45.3% | $2,521-56.3% | $2,148-48.8% |
| Participant deferral / active EE | $2,718 | $3,913-30.5% | $4,049-32.9% | $3,539-23.2% |
| Admin fee / account holder | $100 | $142-29.5% | $7,497-98.7% | $142-29.8% |