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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $111,507 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,603 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,941 |
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 | $125,952 | $72,254+74.3% | $86,677+45.3% | $64,808+94.3% |
| Participation rate | 91.1% | 80.4%+10.6pp | 76.6%+14.5pp | 71.5%+19.6pp |
| Annual return | -13.03% | 392.42%-405.5pp | 35.91%-48.9pp | 32.82%-45.8pp |
| Employer contribution / active EE | $6,325 | $2,393+164.3% | $2,836+123.0% | $2,506+152.4% |
| Participant deferral / active EE | $7,119 | $4,658+52.8% | $4,656+52.9% | $4,310+65.2% |
| Admin fee / account holder | $348 | $174+100.4% | $7,493-95.3% | $188+85.6% |