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) | $51,566 |
Service code 37 · EIN 04-2647786 | Loan Processing | $20,987 |
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 | $69,959 | $96,458-27.5% | $136,294-48.7% | $77,958-10.3% |
| Participation rate | 93.0% | 75.4%+17.6pp | 81.9%+11.1pp | 71.6%+21.3pp |
| Annual return | 21.95% | 23.78%-1.8pp | 5155.94%-5134.0pp | 20.87%+1.1pp |
| Employer contribution / active EE | $2,981 | $3,144-5.2% | $4,695-36.5% | $2,310+29.0% |
| Participant deferral / active EE | $9,586 | $5,902+62.4% | $6,247+53.4% | $3,537+171.1% |
| Admin fee / account holder | $18 | $80-77.5% | $9,243-99.8% | $97-81.4% |