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 FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 55 · EIN 95-2834236 | Other Commissions | $98,616 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,100 |
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 | $56,826 | $88,324-35.7% | $115,037-50.6% | $55,191+3.0% |
| Participation rate | 93.7% | 72.5%+21.2pp | 81.4%+12.4pp | 69.2%+24.6pp |
| Annual return | 1.17% | 6.30%-5.1pp | 26.14%-25.0pp | 10.78%-9.6pp |
| Employer contribution / active EE | $1,511 | $2,805-46.1% | $4,608-67.2% | $1,899-20.4% |
| Participant deferral / active EE | $8,197 | $5,042+62.6% | $6,026+36.0% | $3,046+169.1% |
| Admin fee / account holder | $2 | $105-97.8% | $8,175-100.0% | $91-97.5% |