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.
See the 4-year trajectory with Solo.
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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $138,875 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $62,364 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,678 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,383 | $89,808-42.8% | $100,391-48.8% | $77,643-33.8% |
| Participation rate | 90.6% | 81.2%+9.4pp | 81.5%+9.2pp | 70.6%+20.1pp |
| Annual return | 15.16% | 20.62%-5.5pp | 49.20%-34.0pp | 31.24%-16.1pp |
| Employer contribution / active EE | $2,988 | $3,039-1.7% | $3,942-24.2% | $2,726+9.6% |
| Participant deferral / active EE | $5,255 | $8,284-36.6% | $8,082-35.0% | $4,647+13.1% |
| Admin fee / account holder | $235 | $174+34.7% | $7,899-97.0% | $430-45.4% |