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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $211,892 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $78,841 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $25,841 |
CLIFTONLARSONALLEN LLP4 years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $15,225 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,905 | $110,483+9.4% | $145,433-16.9% | $79,634+51.8% |
| Participation rate | 94.6% | 71.1%+23.5pp | 82.1%+12.4pp | 62.5%+32.1pp |
| Annual return | 18.82% | 24.62%-5.8pp | 66.58%-47.8pp | 36.46%-17.6pp |
| Employer contribution / active EE | $6,300 | $4,053+55.4% | $4,554+38.3% | $2,529+149.1% |
| Participant deferral / active EE | $11,492 | $7,216+59.2% | $7,897+45.5% | $3,835+199.7% |
| Admin fee / account holder | $268 | $680-60.7% | $13,129-98.0% | $1,002-73.3% |