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 FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 55 PO BOX 509026 · SAN DIEGO, CA 921509026 | Other Commissions | $71,435 |
Filed as: SCHAFFNER, KNIGHT, MINNAUGH & COMPA Service code 10 P.C. 1001 STATE STREET SUITE 1300 · ERIE, PA 16501 | Accounting | $11,925 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,435-100.0% | $86,677-100.0% | $66,914-100.0% |
| Participation rate | 0.0% | 75.5%-75.5pp | 76.6%-76.6pp | 69.8%-69.8pp |
| Annual return | -16.69% | -10.89%-5.8pp | 35.91%-52.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,430 | $2,153-33.6% | $2,836-49.6% | $2,544-43.8% |
| Participant deferral / active EE | $2,827 | $4,100-31.0% | $4,656-39.3% | $4,237-33.3% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |