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 9-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 | $110,555 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $33,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $78,902 | $119,446-33.9% | $150,045-47.4% | $85,563-7.8% |
| Participation rate | 97.7% | 75.4%+22.2pp | 82.3%+15.3pp | 66.0%+31.7pp |
| Annual return | 22.36% | 23.72%-1.4pp | 62.55%-40.2pp | 31.51%-9.2pp |
| Employer contribution / active EE | $2,874 | $4,078-29.5% | $4,693-38.8% | $2,654+8.3% |
| Participant deferral / active EE | $14,256 | $7,985+78.5% | $7,997+78.3% | $4,375+225.8% |
| Admin fee / account holder | $308 | $548-43.7% | $13,435-97.7% | $834-63.1% |