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 (US) INC MERCER INVESTMENTS Service code 99 21875 NETWORK PLACE · CHICAGO, IL 60673 | Other Fees | $42,846 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,062 |
GRANT THORNTON LLP1 year Service code 10 33562 TREASURY CENTER · CHICAGO, IL 606943500 | Accounting | $14,032 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $221 |
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 | $82,863 | $109,881-24.6% | $150,045-44.8% | $84,808-2.3% |
| Participation rate | 93.9% | 76.1%+17.9pp | 82.3%+11.6pp | 68.3%+25.6pp |
| Annual return | 15.29% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,951 | $3,561+95.2% | $4,693+48.1% | $2,631+164.2% |
| Participant deferral / active EE | $14,615 | $6,636+120.2% | $7,997+82.8% | $4,212+247.0% |
| Admin fee / account holder | $741 | $8,568-91.3% | $13,435-94.5% | $7,344-89.9% |