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- RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $49,025 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $482 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,465 | $64,119+245.4% | $112,228+97.3% | $66,914+231.0% |
| Participation rate | 78.2% | 68.5%+9.8pp | 75.1%+3.2pp | 69.8%+8.4pp |
| Annual return | -15.84% | -13.81%-2.0pp | 27.45%-43.3pp | 1.58%-17.4pp |
| Employer contribution / active EE | $3,607 | $3,005+20.0% | $3,635-0.8% | $2,544+41.8% |
| Participant deferral / active EE | $7,713 | $3,693+108.9% | $4,728+63.1% | $4,237+82.1% |
| Admin fee / account holder | $738 | $625+18.1% | $6,410-88.5% | $593+24.4% |