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 55 · EIN 04-3046611 | Other Commissions | $197,885 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,219 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,223 | $92,971-11.6% | $96,683-15.0% | $74,419+10.5% |
| Participation rate | 90.8% | 71.5%+19.3pp | 74.3%+16.5pp | 70.7%+20.1pp |
| Annual return | 19.60% | 37.49%-17.9pp | 35.69%-16.1pp | 34.38%-14.8pp |
| Employer contribution / active EE | $2,960 | $3,426-13.6% | $3,737-20.8% | $2,637+12.2% |
| Participant deferral / active EE | $7,885 | $3,970+98.6% | $4,878+61.6% | $4,528+74.1% |
| Admin fee / account holder | $8 | $633-98.7% | $6,730-99.9% | $348-97.7% |