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) | $17,909 |
Service code 37 · EIN 04-2647786 | Loan Processing | $750 |
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 | $116,290 | $77,813+49.4% | $123,544-5.9% | $64,186+81.2% |
| Participation rate | 82.5% | 74.7%+7.8pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -5.71% | 12.48%-18.2pp | 119.20%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $986 | $3,014-67.3% | $4,628-78.7% | $2,381-58.6% |
| Participant deferral / active EE | $8,861 | $5,240+69.1% | $6,426+37.9% | $3,470+155.4% |
| Admin fee / account holder | $196 | $5,519-96.4% | $9,284-97.9% | $4,888-96.0% |