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 FINANCIAL7+ years Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $36,049 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,756 |
SANNAH M BRANDT LLC DBA UPA6+ years Filed as: SANNAH BRANDT LLC UNITED PENSION Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $10,299 |
Filed as: LEAFHOUSE Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $8,240 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $468 |
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 | $49,318 | $66,402-25.7% | $109,895-55.1% | $85,850-42.6% |
| Participation rate | 83.1% | 63.9%+19.2pp | 74.2%+8.9pp | 69.3%+13.8pp |
| Annual return | 12.03% | 19.59%-7.6pp | 29.45%-17.4pp | 318.53%-306.5pp |
| Employer contribution / active EE | $663 | $1,687-60.7% | $2,842-76.7% | $2,565-74.1% |
| Participant deferral / active EE | $2,718 | $2,842-4.4% | $4,048-32.9% | $3,952-31.2% |
| Admin fee / account holder | $329 | $4,557-92.8% | $6,066-94.6% | $6,260-94.7% |