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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $201,345 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $88,468 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,815 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,769 | $112,686-40.7% | $169,993-60.7% | $80,160-16.7% |
| Participation rate | 80.6% | 87.4%-6.7pp | 87.0%-6.4pp | 72.9%+7.7pp |
| Annual return | 23.92% | 67.04%-43.1pp | 53.37%-29.5pp | 40.38%-16.5pp |
| Employer contribution / active EE | $5,587 | $4,481+24.7% | $6,785-17.7% | $2,978+87.6% |
| Participant deferral / active EE | $7,487 | $7,876-4.9% | $10,408-28.1% | $5,017+49.2% |
| Admin fee / account holder | $203 | $99+104.6% | $12,815-98.4% | $145+39.9% |