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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $72,584 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,978 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSONALLEN, LLP Service code 99 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Other Fees | $15,750 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,708 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,600 | $54,193-6.6% | $93,606-45.9% | $77,643-34.8% |
| Participation rate | 34.1% | 63.9%-29.8pp | 68.7%-34.6pp | 70.6%-36.4pp |
| Annual return | 12.15% | 30.54%-18.4pp | 133.20%-121.0pp | 31.24%-19.1pp |
| Employer contribution / active EE | $1,043 | $1,168-10.7% | $2,420-56.9% | $2,726-61.7% |
| Participant deferral / active EE | $1,774 | $3,144-43.6% | $4,411-59.8% | $4,647-61.8% |
| Admin fee / account holder | $271 | $576-52.8% | $8,285-96.7% | $430-36.9% |