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 4-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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $89,276 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $19,511 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,767 |
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 | $194,274 | $78,485+147.5% | $106,213+82.9% | $74,495+160.8% |
| Participation rate | 99.4% | 72.8%+26.6pp | 75.3%+24.1pp | 67.2%+32.2pp |
| Annual return | 11.39% | 15.95%-4.6pp | 116.14%-104.8pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $10,815 | $2,523+328.7% | $3,171+241.0% | $2,623+312.3% |
| Participant deferral / active EE | $9,660 | $4,322+123.5% | $5,016+92.6% | $4,346+122.3% |
| Admin fee / account holder | $588 | $2,232-73.7% | $11,033-94.7% | $1,942-69.7% |