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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $141,634 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $43,132 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $11,849 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,053 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,493 | $98,727-9.4% | $113,168-20.9% | $85,563+4.6% |
| Participation rate | 91.5% | 80.8%+10.6pp | 76.6%+14.9pp | 66.0%+25.5pp |
| Annual return | 18.62% | 17.43%+1.2pp | 24.27%-5.6pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,426 | $2,907-16.5% | $2,975-18.4% | $2,654-8.6% |
| Participant deferral / active EE | $4,233 | $5,424-22.0% | $5,107-17.1% | $4,375-3.2% |
| Admin fee / account holder | $374 | $357+4.8% | $12,068-96.9% | $834-55.2% |