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 6-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 year Filed as: LPL FINANCIAL LLC Service code 26 · EIN 04-3046611 | Advisory (Participants) | $19,262 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $9,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,209 | $106,236-65.0% | $112,228-66.8% | $64,808-42.6% |
| Participation rate | 33.5% | 71.7%-38.1pp | 75.1%-41.5pp | 71.5%-37.9pp |
| Annual return | -12.51% | -6.02%-6.5pp | 27.45%-40.0pp | 32.82%-45.3pp |
| Employer contribution / active EE | $1,110 | $3,166-64.9% | $3,635-69.5% | $2,506-55.7% |
| Participant deferral / active EE | $2,704 | $3,785-28.6% | $4,728-42.8% | $4,310-37.3% |
| Admin fee / account holder | $167 | $452-63.1% | $6,410-97.4% | $188-11.3% |