See peer percentile detail with Solo.
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 7-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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $192,839 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $69,004 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTONLARSONALLEN, LLP Service code 10 P.O. BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $12,636 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,325 |
FROEHLING ANDERSON1 year Filed as: FROEHLING ANDERSON LTD Service code 10 400 HWY 169 S, STE 400 · MINNEAPOLIS, MN 55426 | Accounting | $1,149 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $44,798 | $110,299-59.4% | $102,423-56.3% | $199,593-77.6% |
| Participation rate | 51.6% | 86.3%-34.7pp | 76.5%-24.9pp | 72.0%-20.4pp |
| Annual return | 32.10% | 35.73%-3.6pp | 29.32%+2.8pp | 34.25%-2.1pp |
| Employer contribution / active EE | $1,321 | $3,603-63.3% | $3,023-56.3% | $3,034-56.5% |
| Participant deferral / active EE | $3,146 | $6,376-50.7% | $5,053-37.7% | $5,087-38.2% |
| Admin fee / account holder | $203 | $122+65.9% | $9,451-97.9% | $269-24.5% |