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 (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $140,909 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $36,584 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,194 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,373 | $106,028-8.2% | $146,958-33.7% | $77,643+25.4% |
| Participation rate | 84.7% | 78.4%+6.4pp | 82.2%+2.6pp | 70.6%+14.2pp |
| Annual return | 83.41% | 56.73%+26.7pp | 418.34%-334.9pp | 31.24%+52.2pp |
| Employer contribution / active EE | $2,020 | $4,063-50.3% | $4,933-59.1% | $2,726-25.9% |
| Participant deferral / active EE | $9,433 | $7,990+18.1% | $8,070+16.9% | $4,647+103.0% |
| Admin fee / account holder | $299 | $337-11.3% | $12,998-97.7% | $430-30.4% |