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 10-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 |
|---|---|---|
MERCER10+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 26 1200 17TH STREET STE 500 · DENVER, CO 80202 | Advisory (Participants) | $34,676 |
Service code 13 · EIN 94-2456320 PO BOX 1282 · CHICO, CA 95927 | Contract Administrator | $28,653 |
Filed as: EMPOWER Service code 26 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Advisory (Participants) | $26,155 |
Filed as: FIRST REPUBLIC INVESTMENT Service code 26 111 PINE STREET · SAN FRANCISCO, CA 94111 | Advisory (Participants) | $16,134 |
Filed as: MANN URRUTIA NELSON CPAS & ASSOC Service code 10 | Accounting | $14,250 |
CREATIVE PLANNING LLC4 years Service code 26 5454 W 110TH STREET · OVERLAND PARK, KS 66211 | Advisory (Participants) | $10,047 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $106,593 | $79,171+34.6% | $102,423+4.1% | $74,495+43.1% |
| Participation rate | 84.2% | 74.8%+9.4pp | 76.5%+7.7pp | 67.2%+17.0pp |
| Annual return | 9.94% | 54.93%-45.0pp | 29.32%-19.4pp | 1364.94%-1355.0pp |
| Employer contribution / active EE | $6,410 | $2,362+171.4% | $3,023+112.0% | $2,623+144.4% |
| Participant deferral / active EE | $1,670 | $4,415-62.2% | $5,053-66.9% | $4,346-61.6% |
| Admin fee / account holder | $506 | $2,001-74.7% | $9,451-94.7% | $1,942-74.0% |