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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $94,384 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,962 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,476 |
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 | $51,648 | $88,890-41.9% | $102,423-49.6% | $77,643-33.5% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.5%+18.3pp | 70.6%+24.2pp |
| Annual return | 9.83% | 24.98%-15.2pp | 29.32%-19.5pp | 31.24%-21.4pp |
| Employer contribution / active EE | $2,491 | $2,698-7.7% | $3,023-17.6% | $2,726-8.6% |
| Participant deferral / active EE | $3,971 | $5,145-22.8% | $5,053-21.4% | $4,647-14.5% |
| Admin fee / account holder | $260 | $235+10.3% | $9,451-97.3% | $430-39.6% |