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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $140,984 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $30,863 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $11,208 |
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 | $146,036 | $88,890+64.3% | $102,423+42.6% | $77,643+88.1% |
| Participation rate | 97.2% | 80.9%+16.3pp | 76.5%+20.7pp | 70.6%+26.6pp |
| Annual return | 12.06% | 24.98%-12.9pp | 29.32%-17.3pp | 31.24%-19.2pp |
| Employer contribution / active EE | $5,854 | $2,698+117.0% | $3,023+93.6% | $2,726+114.8% |
| Participant deferral / active EE | $8,205 | $5,145+59.5% | $5,053+62.4% | $4,647+76.6% |
| Admin fee / account holder | $451 | $235+91.5% | $9,451-95.2% | $430+4.8% |