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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $45,000 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 49 · EIN 84-0467907 | Other Services | $5,249 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
INVESCO5 years Service code 52 · EIN 94-2362417 | Indirect Investment Fees | $0 |
Service code 49 · EIN 04-1590850 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,563 | $185,342-11.2% | $111,297+47.9% | $86,799+89.6% |
| Participation rate | 85.5% | 81.0%+4.5pp | 77.3%+8.2pp | 72.3%+13.2pp |
| Annual return | 12.80% | 500.80%-488.0pp | 54.65%-41.9pp | 97.91%-85.1pp |
| Employer contribution / active EE | $4,598 | $2,246+104.7% | $2,731+68.4% | $2,405+91.2% |
| Participant deferral / active EE | $6,697 | $4,458+50.2% | $4,487+49.2% | $4,131+62.1% |
| Admin fee / account holder | $152 | $255-40.7% | $7,964-98.1% | $170-10.6% |