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 FINANCIAL4 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $74,035 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$1,722 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,978 | $172,932-35.8% | $119,258-6.9% | $86,799+27.9% |
| Participation rate | 90.3% | 89.4%+0.8pp | 82.7%+7.5pp | 72.3%+18.0pp |
| Annual return | 15.46% | 20.96%-5.5pp | 30.69%-15.2pp | 97.91%-82.4pp |
| Employer contribution / active EE | $3,103 | $5,487-43.4% | $4,384-29.2% | $2,405+29.0% |
| Participant deferral / active EE | $9,220 | $8,466+8.9% | $6,111+50.9% | $4,131+123.2% |
| Admin fee / account holder | $130 | $150-13.3% | $7,226-98.2% | $170-23.2% |