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 Service code 27 · EIN 04-3046611 | Advisory (Plan) | $35,975 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $5,075 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,586 | $55,453+122.9% | $170,442-27.5% | $62,292+98.4% |
| Participation rate | 76.8% | 66.4%+10.4pp | 83.6%-6.8pp | 69.5%+7.2pp |
| Annual return | 18.48% | 21.38%-2.9pp | 205.93%-187.4pp | 28.90%-10.4pp |
| Employer contribution / active EE | $6,039 | $2,164+179.1% | $5,433+11.2% | $2,042+195.7% |
| Participant deferral / active EE | $4,163 | $2,303+80.8% | $4,939-15.7% | $3,169+31.4% |
| Admin fee / account holder | $260 | $455-42.8% | $13,880-98.1% | $479-45.7% |