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 8-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 (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $245,978 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $189,182 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $31,212 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,993 | $128,899-47.3% | $113,168-39.9% | $102,872-33.9% |
| Participation rate | 94.5% | 87.0%+7.5pp | 76.6%+18.0pp | 73.0%+21.5pp |
| Annual return | 16.32% | 15.88%+0.4pp | 24.27%-7.9pp | 19.06%-2.7pp |
| Employer contribution / active EE | $3,144 | $3,713-15.3% | $2,975+5.7% | $3,526-10.8% |
| Participant deferral / active EE | $5,055 | $6,787-25.5% | $5,107-1.0% | $5,535-8.7% |
| Admin fee / account holder | $141 | $129+8.9% | $12,068-98.8% | $292-51.8% |