Filed February 5, 2025
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 |
|---|---|---|
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $2,264,211 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 84-0467907 | Recordkeeping | $634,070 |
MERCER6 years Filed as: MERCER INVESTMENT CONSULTING INC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $459,289 |
MERCER1 year Filed as: MERCER (US) INC Service code 27 21875 NETWORK PLACE · CHICAGO IL, IL 60673 | Advisory (Plan) | $162,694 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 38 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Participant Communication | $53,854 |
Filed as: MCCONNELL & JONES LLP Service code 10 4828 LOOP CENTRAL DR STE 1000 · HOUSTON, TX 77081 | Accounting | $41,033 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL, NICOLAUS & COMPANY, INCORPO Service code 33 · EIN 43-0538770 | Securities brokerage commissions and ... | $24,503 |
STOEL RIVES LLP6 years Service code 29 760 SW 9TH AVE STE 3000 · PORTLAND, OR 97205 | Legal | $16,784 |
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 | $201,012 | $140,769+42.8% | $100,534+99.9% | $140,769+42.8% |
| Participation rate | 99.7% | 74.2%+25.5pp | 80.6%+19.1pp | 74.2%+25.5pp |
| Annual return | 15.70% | 16.82%-1.1pp | 32.66%-17.0pp | 16.82%-1.1pp |
| Employer contribution / active EE | $5,257 | $3,906+34.6% | $4,346+20.9% | $3,906+34.6% |
| Participant deferral / active EE | $10,234 | $6,717+52.4% | $6,144+66.6% | $6,717+52.4% |
| Admin fee / account holder | $235 | $229+2.5% | $7,654-96.9% | $229+2.5% |