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 INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $122,944 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $28,448 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,639 |
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 | $124,829 | $99,078+26.0% | $96,544+29.3% | $74,419+67.7% |
| Participation rate | 98.7% | 80.7%+18.1pp | 76.0%+22.8pp | 70.7%+28.0pp |
| Annual return | 14.54% | 22.48%-7.9pp | 25.84%-11.3pp | 34.38%-19.8pp |
| Employer contribution / active EE | $5,464 | $2,570+112.6% | $2,965+84.3% | $2,637+107.2% |
| Participant deferral / active EE | $7,865 | $4,933+59.4% | $4,851+62.1% | $4,528+73.7% |
| Admin fee / account holder | $365 | $225+62.4% | $8,252-95.6% | $348+4.9% |