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 LLC - RPCP Service code 26 · EIN 04-3046611 | Advisory (Participants) | $13,997 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,480 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,362 | $47,898-74.2% | $117,472-89.5% | $64,808-80.9% |
| Participation rate | 82.9% | 61.9%+21.1pp | 70.6%+12.4pp | 71.5%+11.5pp |
| Annual return | -16.99% | -15.54%-1.4pp | 29.74%-46.7pp | 32.82%-49.8pp |
| Employer contribution / active EE | $1,343 | $1,774-24.3% | $4,176-67.8% | $2,506-46.4% |
| Participant deferral / active EE | $1,397 | $3,151-55.7% | $4,070-65.7% | $4,310-67.6% |
| Admin fee / account holder | $103 | $132-21.6% | $5,645-98.2% | $188-45.0% |