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 9-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 |
|---|---|---|
MERCER1 year Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PL · CHICAGO, IL 606731218 | Advisory (Plan) | $9,587 |
AMERIBEN1 year Filed as: AMERIBEN IEC GROUP Service code 13 PO BOX 7186 · BOISE, ID 83707 | Contract Administrator | $3,287 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,167 |
Service code 64 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,431 | $61,156-35.5% | $185,823-78.8% | $79,386-50.3% |
| Participation rate | 64.2% | 66.6%-2.5pp | 81.7%-17.5pp | 70.7%-6.5pp |
| Annual return | 13.57% | 19.45%-5.9pp | 122.05%-108.5pp | 116.85%-103.3pp |
| Employer contribution / active EE | $2,149 | $2,321-7.4% | $5,167-58.4% | $2,427-11.5% |
| Participant deferral / active EE | $4,465 | $2,789+60.1% | $5,568-19.8% | $4,046+10.4% |
| Admin fee / account holder | $124 | $710-82.5% | $16,237-99.2% | $626-80.2% |