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 4-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 | $293,765 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $95,056 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $20,980 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 · EIN 41-0746749 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $14,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,502 | $119,446-16.7% | $150,045-33.7% | $85,563+16.3% |
| Participation rate | 81.3% | 75.4%+5.9pp | 82.3%-1.0pp | 66.0%+15.4pp |
| Annual return | 18.20% | 23.72%-5.5pp | 62.55%-44.4pp | 31.51%-13.3pp |
| Employer contribution / active EE | $2,865 | $4,078-29.8% | $4,693-39.0% | $2,654+8.0% |
| Participant deferral / active EE | $8,424 | $7,985+5.5% | $7,997+5.3% | $4,375+92.5% |
| Admin fee / account holder | $247 | $548-54.8% | $13,435-98.2% | $834-70.3% |