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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $9,494 |
AMERIBEN3 years Filed as: AMERIBEN SOLUTIONS Service code 13 · EIN 82-0497661 P O BOX 7186 · BOISE, ID 83707 | Contract Administrator | $8,963 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $701 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,808 | $58,879-46.0% | $178,490-82.2% | $73,488-56.7% |
| Participation rate | 70.5% | 66.2%+4.3pp | 81.9%-11.4pp | 70.7%-0.2pp |
| Annual return | 20.84% | 24.86%-4.0pp | 151.07%-130.2pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,938 | $2,236-13.3% | $5,011-61.3% | $2,270-14.6% |
| Participant deferral / active EE | $4,321 | $2,567+68.3% | $5,202-16.9% | $3,740+15.5% |
| Admin fee / account holder | $75 | $400-81.2% | $13,984-99.5% | $513-85.3% |