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 | $19,609 |
LPL FINANCIAL3 years Service code 27 PO BOX 502533 · SAN DIEGO, CA 921502533 | Advisory (Plan) | $16,026 |
ADVISOR RESOURCE COUNCIL2 years Filed as: ADVISOR ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,859 |
Filed as: LEAFHOUSE FINANCIAL ADVISOR Service code 99 6011 W COURTYARD · AUSTIN, TX 78730 | Other Fees | $5,789 |
SANNAH M BRANDT LLC DBA UPA6+ years Service code 13 3495 PARKWAY AVE · BOZEMAN, MT 59718 | Contract Administrator | $4,096 |
SANNAH M BRANDT LLC DBA UPA6+ years Filed as: SANNAH M. BRANDT LLC DBA UPA Service code 13 | Contract Administrator | $2,148 |
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 | $71,256 | $72,277-1.4% | $101,248-29.6% | $79,858-10.8% |
| Participation rate | 94.8% | 68.5%+26.4pp | 75.8%+19.0pp | 69.6%+25.2pp |
| Annual return | 15.97% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,859 | $2,692+43.4% | $3,660+5.4% | $2,471+56.2% |
| Participant deferral / active EE | $3,540 | $3,282+7.9% | $4,370-19.0% | $3,740-5.4% |
| Admin fee / account holder | $436 | $4,400-90.1% | $5,945-92.7% | $5,306-91.8% |