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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $22,255 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,478 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,318 | $65,435-35.3% | $86,677-51.2% | $66,914-36.8% |
| Participation rate | 76.6% | 75.5%+1.1pp | 76.6%0pp | 69.8%+6.8pp |
| Annual return | -15.81% | -10.89%-4.9pp | 35.91%-51.7pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,036 | $2,153-51.9% | $2,836-63.5% | $2,544-59.3% |
| Participant deferral / active EE | $3,375 | $4,100-17.7% | $4,656-27.5% | $4,237-20.3% |
| Admin fee / account holder | $73 | $642-88.6% | $7,493-99.0% | $593-87.6% |