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 | $23,850 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,932 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $38 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,397 | $58,336-39.3% | $97,226-63.6% | $199,593-82.3% |
| Participation rate | 51.1% | 63.8%-12.7pp | 72.7%-21.6pp | 72.0%-20.9pp |
| Annual return | 16.92% | 32.81%-15.9pp | 75.13%-58.2pp | 34.25%-17.3pp |
| Employer contribution / active EE | $498 | $1,416-64.8% | $2,729-81.7% | $3,034-83.6% |
| Participant deferral / active EE | $1,714 | $3,240-47.1% | $4,264-59.8% | $5,087-66.3% |
| Admin fee / account holder | $125 | $114+9.3% | $5,654-97.8% | $269-53.6% |