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 FINANCIAL2 years Filed as: LPL FINANCIAL CORPORTATION Service code 26 · EIN 95-2834236 P.O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $47,265 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,597 | $76,670-0.1% | $96,683-20.8% | $71,457+7.2% |
| Participation rate | 77.5% | 66.6%+10.9pp | 74.3%+3.1pp | 67.9%+9.5pp |
| Annual return | 18.58% | 48.29%-29.7pp | 35.69%-17.1pp | 28.85%-10.3pp |
| Employer contribution / active EE | $6,305 | $3,031+108.0% | $3,737+68.7% | $2,588+143.7% |
| Participant deferral / active EE | $6,856 | $3,771+81.8% | $4,878+40.5% | $4,289+59.9% |
| Admin fee / account holder | $35 | $2,028-98.3% | $6,730-99.5% | $1,587-97.8% |