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 FINANCIAL3 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $230,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,300 |
NATIONAL FINANCIAL SERVICES9 years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,464 | $82,917+7.9% | $103,333-13.4% | $77,643+15.2% |
| Participation rate | 84.5% | 71.6%+13.0pp | 74.5%+10.0pp | 70.6%+14.0pp |
| Annual return | 18.37% | 19.13%-0.8pp | 24.88%-6.5pp | 31.24%-12.9pp |
| Employer contribution / active EE | $2,728 | $3,552-23.2% | $3,868-29.5% | $2,726+0.1% |
| Participant deferral / active EE | $7,626 | $4,108+85.6% | $5,057+50.8% | $4,647+64.1% |
| Admin fee / account holder | $8 | $638-98.8% | $8,355-99.9% | $430-98.2% |