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 10-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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $169,490 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,224 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,411 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,512 | $78,485+189.9% | $106,213+114.2% | $74,495+205.4% |
| Participation rate | 98.8% | 72.8%+26.0pp | 75.3%+23.5pp | 67.2%+31.6pp |
| Annual return | 9.68% | 15.95%-6.3pp | 116.14%-106.5pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $3,786 | $2,523+50.1% | $3,171+19.4% | $2,623+44.3% |
| Participant deferral / active EE | $10,592 | $4,322+145.0% | $5,016+111.2% | $4,346+143.7% |
| Admin fee / account holder | $554 | $2,232-75.2% | $11,033-95.0% | $1,942-71.4% |