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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $64,443 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,564 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $204 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,626 | $58,778+164.8% | $129,295+20.4% | $77,671+100.4% |
| Participation rate | 50.2% | 59.2%-9.1pp | 69.6%-19.4pp | 70.6%-20.4pp |
| Annual return | 0.00% | 24.73%-24.7pp | 9429.28%-9429.3pp | 31.21%-31.2pp |
| Employer contribution / active EE | $2,025 | $1,952+3.7% | $4,157-51.3% | $2,726-25.7% |
| Participant deferral / active EE | $4,045 | $3,212+25.9% | $4,169-3.0% | $4,648-13.0% |
| Admin fee / account holder | $229 | $589-61.2% | $7,665-97.0% | $430-46.8% |