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 4-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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $226,741 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $99,211 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 1301 W 22ND ST STE 1100 · OAK BROOK, IL 60523 | Accounting | $15,488 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,560 |
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 | $70,403 | $95,274-26.1% | $135,903-48.2% | $74,419-5.4% |
| Participation rate | 77.7% | 78.2%-0.5pp | 81.9%-4.2pp | 70.7%+7.0pp |
| Annual return | 18.32% | 32.77%-14.4pp | 68.23%-49.9pp | 34.38%-16.1pp |
| Employer contribution / active EE | $2,803 | $3,874-27.6% | $4,856-42.3% | $2,637+6.3% |
| Participant deferral / active EE | $8,608 | $7,782+10.6% | $7,758+11.0% | $4,528+90.1% |
| Admin fee / account holder | $201 | $266-24.5% | $10,762-98.1% | $348-42.3% |