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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $259,353 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $60,000 |
GRANT THORNTON LLP1 year Service code 10 · EIN 36-6055558 | Accounting | $31,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,803 | $95,274-0.5% | $135,903-30.2% | $74,419+27.4% |
| Participation rate | 95.2% | 78.2%+17.1pp | 81.9%+13.3pp | 70.7%+24.5pp |
| Annual return | 18.43% | 32.77%-14.3pp | 68.23%-49.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $3,505 | $3,874-9.5% | $4,856-27.8% | $2,637+32.9% |
| Participant deferral / active EE | $10,762 | $7,782+38.3% | $7,758+38.7% | $4,528+137.7% |
| Admin fee / account holder | $274 | $266+2.8% | $10,762-97.5% | $348-21.4% |