See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL6+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $80,822 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,103 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $12,431 |
UNITED PENSION ADMINISTRATION6+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $12,431 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,206 | $48,406-58.3% | $104,607-80.7% | $90,288-77.6% |
| Participation rate | 87.9% | 64.3%+23.6pp | 74.1%+13.8pp | 73.4%+14.5pp |
| Annual return | 14.78% | 18.72%-3.9pp | 340.46%-325.7pp | 53.97%-39.2pp |
| Employer contribution / active EE | $957 | $1,115-14.2% | $2,681-64.3% | $2,524-62.1% |
| Participant deferral / active EE | $1,829 | $2,436-24.9% | $3,740-51.1% | $4,232-56.8% |
| Admin fee / account holder | $119 | $76+57.6% | $6,473-98.2% | $114+4.8% |