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 FINANCIAL6 years Filed as: LPL FINANCIAL LLC Service code 27 · EIN 04-3046611 | Advisory (Plan) | $54,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,105 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,905 | $331,159-70.1% | $112,887-12.4% | $74,419+32.9% |
| Participation rate | 93.1% | 81.4%+11.7pp | 80.5%+12.6pp | 70.7%+22.4pp |
| Annual return | 20.18% | 21.62%-1.4pp | 34.10%-13.9pp | 34.38%-14.2pp |
| Employer contribution / active EE | $3,894 | $5,469-28.8% | $4,563-14.7% | $2,637+47.7% |
| Participant deferral / active EE | $9,708 | $8,097+19.9% | $6,513+49.0% | $4,528+114.4% |
| Admin fee / account holder | $103 | $281-63.5% | $7,047-98.5% | $348-70.5% |