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.
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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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $74,313 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $49,652 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $12,863 |
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 | $26,504 | $42,353-37.4% | $79,550-66.7% | $64,808-59.1% |
| Participation rate | 49.7% | 64.8%-15.0pp | 69.5%-19.8pp | 71.5%-21.8pp |
| Annual return | -17.51% | -12.24%-5.3pp | 0.16%-17.7pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,370 | $1,181+16.1% | $2,413-43.2% | $2,506-45.3% |
| Participant deferral / active EE | $2,219 | $3,170-30.0% | $3,985-44.3% | $4,310-48.5% |
| Admin fee / account holder | $203 | $160+27.1% | $6,832-97.0% | $188+8.0% |