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 3-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 |
|---|---|---|
MERCER2+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $114,352 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $21,218 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,299 |
Filed as: GWFS EQUITIES INC Service code 59 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,058 | $69,477+153.4% | $94,646+86.0% | $71,457+146.4% |
| Participation rate | 84.2% | 78.4%+5.8pp | 80.8%+3.4pp | 67.9%+16.3pp |
| Annual return | 24.54% | 29.66%-5.1pp | 156.71%-132.2pp | 28.85%-4.3pp |
| Employer contribution / active EE | $2,304 | $2,853-19.3% | $3,672-37.3% | $2,588-11.0% |
| Participant deferral / active EE | $11,286 | $7,345+53.7% | $7,418+52.1% | $4,289+163.2% |
| Admin fee / account holder | $543 | $1,210-55.1% | $7,231-92.5% | $1,587-65.8% |