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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $95,094 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,419 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,699 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,635 | $84,556+142.0% | $116,228+76.1% | $74,304+175.4% |
| Participation rate | 99.4% | 66.0%+33.4pp | 74.6%+24.9pp | 60.3%+39.1pp |
| Annual return | 16.88% | 18.35%-1.5pp | 90.06%-73.2pp | 29.43%-12.5pp |
| Employer contribution / active EE | $10,664 | $2,168+392.0% | $2,994+256.1% | $2,241+375.8% |
| Participant deferral / active EE | $10,013 | $3,814+162.5% | $4,953+102.1% | $3,767+165.8% |
| Admin fee / account holder | $594 | $3,792-84.3% | $11,989-95.0% | $2,969-80.0% |