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 FINANCIAL5+ years Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $34,061 |
Filed as: LEAFHOUSE Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $14,294 |
SANNAH M BRANDT LLC DBA UPA4+ years Filed as: SANNAH BRANDT LLC UNITED PENSION Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $9,779 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,222 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,152 | $50,175-6.0% | $99,443-52.6% | $65,185-27.7% |
| Participation rate | 97.3% | 68.4%+28.9pp | 73.8%+23.4pp | 70.2%+27.1pp |
| Annual return | 21.68% | 25.36%-3.7pp | 30.72%-9.0pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,351 | $1,496-9.7% | $2,540-46.8% | $2,177-37.9% |
| Participant deferral / active EE | $4,643 | $2,748+69.0% | $3,619+28.3% | $3,514+32.1% |
| Admin fee / account holder | $296 | $398-25.6% | $6,250-95.3% | $847-65.1% |