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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $287,785 |
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $210,789 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,351 |
CLIFTONLARSONALLEN LLP2+ years Filed as: CLIFTON LARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $6,458 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,648 | $48,698-12.4% | $93,606-54.4% | $199,593-78.6% |
| Participation rate | 92.0% | 63.5%+28.5pp | 68.7%+23.3pp | 72.0%+20.0pp |
| Annual return | 10.32% | 15.34%-5.0pp | 133.20%-122.9pp | 34.25%-23.9pp |
| Employer contribution / active EE | $2,142 | $1,135+88.7% | $2,420-11.5% | $3,034-29.4% |
| Participant deferral / active EE | $3,537 | $2,817+25.5% | $4,411-19.8% | $5,087-30.5% |
| Admin fee / account holder | $92 | $195-52.7% | $8,285-98.9% | $269-65.7% |