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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $111,782 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $38,480 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,230 |
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 | $94,481 | $119,446-20.9% | $150,045-37.0% | $85,563+10.4% |
| Participation rate | 71.3% | 75.4%-4.2pp | 82.3%-11.0pp | 66.0%+5.3pp |
| Annual return | 17.32% | 23.72%-6.4pp | 62.55%-45.2pp | 31.51%-14.2pp |
| Employer contribution / active EE | $1,696 | $4,078-58.4% | $4,693-63.9% | $2,654-36.1% |
| Participant deferral / active EE | $5,864 | $7,985-26.6% | $7,997-26.7% | $4,375+34.0% |
| Admin fee / account holder | $297 | $548-45.7% | $13,435-97.8% | $834-64.4% |