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 10-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 |
|---|---|---|
MERCER2 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 27 21875 NETWORK PLACE · CHICAGO, IL 60673 | Advisory (Plan) | $41,216 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $29,382 |
Service code 99 703 WATERFORD WAY STE 600 · MIAMI, FL 33126 | Other Fees | $15,200 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,502 |
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 | $236,890 | $60,892+289.0% | $82,389+187.5% | $84,808+179.3% |
| Participation rate | 97.1% | 63.3%+33.9pp | 69.5%+27.6pp | 68.3%+28.8pp |
| Annual return | 13.61% | 37.29%-23.7pp | 28.67%-15.1pp | 40.90%-27.3pp |
| Employer contribution / active EE | $10,500 | $1,779+490.1% | $2,517+317.2% | $2,631+299.1% |
| Participant deferral / active EE | $10,805 | $3,179+239.9% | $4,155+160.1% | $4,212+156.6% |
| Admin fee / account holder | $600 | $5,467-89.0% | $7,231-91.7% | $7,344-91.8% |