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 FINANCIAL7+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $98,791 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $66,697 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $17,062 |
UNITED PENSION ADMINISTRATION7+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $17,062 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,388 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,863 | $55,125-34.9% | $109,895-67.4% | $86,799-58.7% |
| Participation rate | 98.4% | 70.1%+28.3pp | 74.2%+24.2pp | 72.3%+26.1pp |
| Annual return | 12.21% | 26.20%-14.0pp | 29.45%-17.2pp | 97.91%-85.7pp |
| Employer contribution / active EE | $1,790 | $1,558+14.9% | $2,842-37.0% | $2,405-25.6% |
| Participant deferral / active EE | $3,583 | $3,337+7.4% | $4,048-11.5% | $4,131-13.3% |
| Admin fee / account holder | $232 | $141+64.6% | $6,066-96.2% | $170+36.9% |