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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.
See the 4-year trajectory with Solo.
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 | $184,859 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $65,801 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $22,211 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $58,130 | $145,877-60.2% | $150,045-61.3% | $102,872-43.5% |
| Participation rate | 65.2% | 79.8%-14.6pp | 82.3%-17.1pp | 73.0%-7.8pp |
| Annual return | 20.63% | 21.37%-0.7pp | 62.55%-41.9pp | 19.06%+1.6pp |
| Employer contribution / active EE | $1,585 | $4,710-66.3% | $4,693-66.2% | $3,526-55.0% |
| Participant deferral / active EE | $4,632 | $9,491-51.2% | $7,997-42.1% | $5,535-16.3% |
| Admin fee / account holder | $252 | $176+43.5% | $13,435-98.1% | $292-13.6% |