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 |
|---|---|---|
MERCER3 years Filed as: MERCER (US) INC MERCER INVESTMENTS Service code 16 21875 NETWORK PLACE · CHICAGO, IL 60673 | Consulting | $155,991 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,506 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,401 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $51,319 | $102,872-50.1% | $136,749-62.5% | $102,872-50.1% |
| Participation rate | 60.3% | 73.0%-12.7pp | 72.1%-11.8pp | 73.0%-12.7pp |
| Annual return | 12.49% | 19.06%-6.6pp | 24.33%-11.8pp | 19.06%-6.6pp |
| Employer contribution / active EE | $2,803 | $3,526-20.5% | $3,400-17.5% | $3,526-20.5% |
| Participant deferral / active EE | $3,621 | $5,535-34.6% | $4,692-22.8% | $5,535-34.6% |
| Admin fee / account holder | $267 | $292-8.7% | $11,386-97.7% | $292-8.7% |