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 9-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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $5,397 |
AMERIBEN2 years Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0497661 P O BOX 7186 · BOISE, ID 83707 | Contract Administrator | $2,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $118 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,546 | $52,953-61.2% | $172,739-88.1% | $65,185-68.5% |
| Participation rate | 60.4% | 66.2%-5.8pp | 82.6%-22.3pp | 70.2%-9.8pp |
| Annual return | 5.42% | 30.12%-24.7pp | 802.84%-797.4pp | 29.38%-24.0pp |
| Employer contribution / active EE | $189 | $2,190-91.4% | $5,143-96.3% | $2,177-91.3% |
| Participant deferral / active EE | $819 | $2,471-66.9% | $5,198-84.2% | $3,514-76.7% |
| Admin fee / account holder | $27 | $472-94.4% | $13,954-99.8% | $847-96.9% |