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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.
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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 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $21,460 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $16,562 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,915 | $79,124-54.6% | $60,874-41.0% | $64,808-44.6% |
| Participation rate | 45.4% | 77.7%-32.4pp | 73.1%-27.8pp | 71.5%-26.1pp |
| Annual return | -13.63% | -7.13%-6.5pp | 16.90%-30.5pp | 32.82%-46.5pp |
| Employer contribution / active EE | $1,553 | $3,050-49.1% | $2,701-42.5% | $2,506-38.0% |
| Participant deferral / active EE | $1,357 | $3,725-63.6% | $3,817-64.4% | $4,310-68.5% |
| Admin fee / account holder | $181 | $106+71.4% | $3,224-94.4% | $188-3.6% |