Filed December 2, 2024
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 GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $38,106 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $17,268 |
Filed as: ATLANTA FINANCIAL ASSOCIATES, LLC Service code 27 5901B PTREE DUNWOODY RD, STE 275 · ATLANTA, GA 30328 | Advisory (Plan) | $15,388 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 OF AMERICA · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,498 |
Service code 99 6504 BRIDGE POINT PKWY · AUSTIN, TX 787305097 | Other Fees | $1,133 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,032 | $65,061+230.5% | $143,757+49.6% | $66,914+221.4% |
| Participation rate | 57.6% | 65.2%-7.6pp | 80.3%-22.7pp | 69.8%-12.2pp |
| Annual return | -15.95% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $6,149 | $2,361+160.5% | $4,951+24.2% | $2,544+141.7% |
| Participant deferral / active EE | $5,659 | $2,919+93.9% | $5,637+0.4% | $4,237+33.6% |
| Admin fee / account holder | $1,316 | $502+162.3% | $14,673-91.0% | $593+121.9% |