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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $185,856 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $80,586 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,423 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,621 | $95,918-44.1% | $151,611-64.6% | $77,904-31.2% |
| Participation rate | 79.5% | 88.7%-9.2pp | 87.5%-7.9pp | 73.7%+5.9pp |
| Annual return | -16.43% | -5.50%-10.9pp | 3.33%-19.8pp | 12.21%-28.6pp |
| Employer contribution / active EE | $5,330 | $4,330+23.1% | $6,166-13.6% | $2,848+87.2% |
| Participant deferral / active EE | $7,212 | $7,508-4.0% | $8,363-13.8% | $4,806+50.1% |
| Admin fee / account holder | $201 | $93+115.9% | $11,616-98.3% | $133+51.9% |