See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $247,002 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $96,856 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $34,121 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,553 | $122,693-35.2% | $184,203-56.8% | $199,593-60.1% |
| Participation rate | 82.3% | 86.8%-4.5pp | 86.8%-4.5pp | 72.0%+10.4pp |
| Annual return | 15.74% | 143.91%-128.2pp | 28.81%-13.1pp | 34.25%-18.5pp |
| Employer contribution / active EE | $5,869 | $4,584+28.0% | $6,427-8.7% | $3,034+93.4% |
| Participant deferral / active EE | $7,910 | $7,990-1.0% | $9,131-13.4% | $5,087+55.5% |
| Admin fee / account holder | $237 | $121+96.5% | $13,901-98.3% | $269-11.9% |