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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $254,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $124,645 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $28,735 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $19,425 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,343 | $74,933-18.1% | $154,803-60.4% | $117,739-47.9% |
| Participation rate | 24.0% | 64.5%-40.5pp | 78.1%-54.0pp | 76.6%-52.6pp |
| Annual return | 18.26% | 17.34%+0.9pp | 58.88%-40.6pp | 17.29%+1.0pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $4,305-100.0% | $3,746-100.0% |
| Participant deferral / active EE | $1,176 | $3,942-70.2% | $5,540-78.8% | $6,128-80.8% |
| Admin fee / account holder | $189 | $129+46.4% | $14,329-98.7% | $112+69.0% |