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 5-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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $102,771 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $42,823 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,974 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,590 | $106,028-25.9% | $146,958-46.5% | $77,643+1.2% |
| Participation rate | 71.1% | 78.4%-7.3pp | 82.2%-11.1pp | 70.6%+0.5pp |
| Annual return | 11.92% | 56.73%-44.8pp | 418.34%-406.4pp | 31.24%-19.3pp |
| Employer contribution / active EE | $1,703 | $4,063-58.1% | $4,933-65.5% | $2,726-37.5% |
| Participant deferral / active EE | $5,935 | $7,990-25.7% | $8,070-26.5% | $4,647+27.7% |
| Admin fee / account holder | $274 | $337-18.9% | $12,998-97.9% | $430-36.4% |