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 FINANCIAL9+ years Service code 27 PO BOX 509026 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,781 |
SANNAH M BRANDT LLC DBA UPA8+ years Filed as: SANNAH BRANDT LLC UNITED PENSION Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $13,744 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,350 |
Service code 99 6011 WEST COURTYARD DR · AUSTIN, TX 78730 | Other Fees | $6,578 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,434 |
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 | $68,939 | $57,541+19.8% | $95,745-28.0% | $75,163-8.3% |
| Participation rate | 91.9% | 62.5%+29.4pp | 72.3%+19.7pp | 67.2%+24.7pp |
| Annual return | 16.80% | 34.93%-18.1pp | 28.35%-11.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $865 | $1,808-52.1% | $2,835-69.5% | $2,670-67.6% |
| Participant deferral / active EE | $3,345 | $3,074+8.8% | $4,245-21.2% | $4,125-18.9% |
| Admin fee / account holder | $418 | $4,099-89.8% | $5,678-92.6% | $5,651-92.6% |