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 FINANCIAL10+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $27,752 |
Filed as: SANNAH BRANDT LLC Service code 13 UNITED PENSION ADMINISTRATION · BOZEMAN, MT 59715 | Contract Administrator | $11,987 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,755 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLD 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $7,012 |
Filed as: EMPOWER ANNUITY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $863 |
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 | $65,585 | $61,774+6.2% | $97,226-32.5% | $80,856-18.9% |
| Participation rate | 96.9% | 63.5%+33.4pp | 72.7%+24.2pp | 67.6%+29.2pp |
| Annual return | 10.58% | -557.90%+568.5pp | 75.13%-64.6pp | 35.59%-25.0pp |
| Employer contribution / active EE | $817 | $1,837-55.5% | $2,729-70.1% | $2,755-70.3% |
| Participant deferral / active EE | $3,179 | $3,029+5.0% | $4,264-25.4% | $4,296-26.0% |
| Admin fee / account holder | $426 | $5,166-91.8% | $5,654-92.5% | $6,918-93.8% |