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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $54,226 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,294 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,444 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,240 | $87,870+11.8% | $113,168-13.2% | $74,304+32.2% |
| Participation rate | 94.7% | 70.7%+24.0pp | 76.6%+18.2pp | 60.3%+34.4pp |
| Annual return | 14.27% | 26.44%-12.2pp | 24.27%-10.0pp | 29.43%-15.2pp |
| Employer contribution / active EE | $2,316 | $2,277+1.7% | $2,975-22.2% | $2,241+3.3% |
| Participant deferral / active EE | $4,310 | $4,241+1.6% | $5,107-15.6% | $3,767+14.4% |
| Admin fee / account holder | $461 | $3,368-86.3% | $12,068-96.2% | $2,969-84.5% |