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 INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $75,053 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,667 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 15 · EIN 13-3689044 | Recordkeeping | $35,735 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 | Accounting | $17,516 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,287 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,015 | $89,436-48.6% | $164,813-72.1% | $77,643-40.7% |
| Participation rate | 96.4% | 78.6%+17.8pp | 78.6%+17.8pp | 70.6%+25.9pp |
| Annual return | 9.31% | 28.83%-19.5pp | 69.93%-60.6pp | 31.24%-21.9pp |
| Employer contribution / active EE | $2,986 | $2,569+16.2% | $4,341-31.2% | $2,726+9.5% |
| Participant deferral / active EE | $5,485 | $4,897+12.0% | $6,031-9.1% | $4,647+18.0% |
| Admin fee / account holder | $231 | $339-32.0% | $12,690-98.2% | $430-46.4% |