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 FINANCIAL11+ years Service code 27 PO BOX 502533 · SAN DIEGO, CA 92150 | Advisory (Plan) | $28,060 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,251 |
SANNAH M BRANDT LLC DBA UPA2 years Filed as: SANNAH BRANDT LLC Service code 13 UNITED PENSION ADMINISTRATION · BOZEMAN, MT 59715 | Contract Administrator | $12,561 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS LLC Service code 99 6300 BRIDGE POINT PKWY BLD 1 STE 3 · AUSTIN, TX 78730 | Other Fees | $7,483 |
Filed as: EMPOWER ANNUITY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $327 |
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 | $96,463 | $64,839+48.8% | $95,585+0.9% | $84,808+13.7% |
| Participation rate | 92.7% | 63.8%+28.9pp | 72.1%+20.7pp | 68.3%+24.4pp |
| Annual return | 14.76% | -670.96%+685.7pp | 38.56%-23.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $882 | $1,759-49.8% | $2,527-65.1% | $2,631-66.5% |
| Participant deferral / active EE | $3,203 | $2,965+8.0% | $4,023-20.4% | $4,212-24.0% |
| Admin fee / account holder | $587 | $5,964-90.2% | $6,127-90.4% | $7,344-92.0% |