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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,566 |
LPL FINANCIAL3+ years Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $40,563 |
SANNAH M BRANDT LLC DBA UPA2+ years Filed as: SANNAH BRANDT LLC UNITED PENSION Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $14,173 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,448-100.0% | $94,993-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 66.5%-66.5pp | 73.9%-73.9pp | 69.5%-69.5pp |
| Annual return | 21.71% | 22.64%-0.9pp | 27.12%-5.4pp | 28.90%-7.2pp |
| Employer contribution / active EE | $1,121 | $1,300-13.8% | $2,603-56.9% | $2,042-45.1% |
| Participant deferral / active EE | $3,437 | $2,375+44.7% | $3,317+3.6% | $3,169+8.4% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |