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 FINANCIAL7+ years Filed as: LPL FINANCIAL FBO DAVE OWEN Service code 26 P O BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Participants) | $26,971 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,721 | $74,706+14.7% | $75,696+13.2% | $79,386+8.0% |
| Participation rate | 59.0% | 75.3%-16.4pp | 74.8%-15.8pp | 70.7%-11.7pp |
| Annual return | 14.45% | 18.52%-4.1pp | 104.53%-90.1pp | 116.85%-102.4pp |
| Employer contribution / active EE | $1,541 | $2,590-40.5% | $2,743-43.8% | $2,427-36.5% |
| Participant deferral / active EE | $5,605 | $3,533+58.6% | $3,821+46.7% | $4,046+38.5% |
| Admin fee / account holder | $212 | $374-43.4% | $3,619-94.1% | $626-66.2% |