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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,078 |
LPL FINANCIAL1 year Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $34,664 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,076 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR Service code 99 6011 W COURTYARD · AUSTIN, TX 78730 | Other Fees | $5,003 |
SANNAH M BRANDT LLC DBA UPA4+ years Filed as: SANNAH M. BRANDT LLC DBA UPA Service code 13 | Contract Administrator | $5,003 |
SANNAH M BRANDT LLC DBA UPA4+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $39,879 | $57,354-30.5% | $83,848-52.4% | $64,186-37.9% |
| Participation rate | 94.0% | 68.6%+25.4pp | 76.1%+17.8pp | 69.6%+24.4pp |
| Annual return | -3.69% | 11.38%-15.1pp | 850.88%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,790 | $2,545+9.6% | $3,631-23.2% | $2,381+17.2% |
| Participant deferral / active EE | $2,830 | $2,993-5.4% | $4,082-30.7% | $3,470-18.4% |
| Admin fee / account holder | $402 | $4,046-90.1% | $5,478-92.7% | $4,888-91.8% |