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 FINANCIAL8+ years Filed as: LPL FINANCIAL LLC Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $84,274 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $77,777 |
UNITED PENSION ADMINISTRATION8+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $16,816 |
Service code 27 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Advisory (Plan) | $15,006 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,870 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,431 | $45,959+92.4% | $91,220-3.1% | $77,904+13.5% |
| Participation rate | 0.0% | 66.3%-66.3pp | 73.2%-73.2pp | 73.7%-73.7pp |
| Annual return | -16.75% | -5.32%-11.4pp | 114.01%-130.8pp | 12.21%-29.0pp |
| Employer contribution / active EE | $992 | $1,451-31.6% | $2,850-65.2% | $2,848-65.2% |
| Participant deferral / active EE | $2,004 | $3,283-38.9% | $4,234-52.7% | $4,806-58.3% |
| Admin fee / account holder | $619 | $99+526.9% | $5,420-88.6% | $133+367.0% |