See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $79,310 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,789 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $11,551 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,059 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,451 | $59,054-18.0% | $97,226-50.2% | $77,643-37.6% |
| Participation rate | 97.7% | 67.9%+29.8pp | 72.7%+25.0pp | 70.6%+27.1pp |
| Annual return | 12.17% | 16.96%-4.8pp | 75.13%-63.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,955 | $1,742+12.2% | $2,729-28.4% | $2,726-28.3% |
| Participant deferral / active EE | $5,626 | $3,930+43.2% | $4,264+31.9% | $4,647+21.1% |
| Admin fee / account holder | $264 | $346-23.9% | $5,654-95.3% | $430-38.8% |