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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $152,417 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $23,232 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,946 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Shareholder ser... | $45 |
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 | $191,332 | $79,013+142.2% | $100,391+90.6% | $74,495+156.8% |
| Participation rate | 96.2% | 79.5%+16.8pp | 81.5%+14.8pp | 67.2%+29.0pp |
| Annual return | 18.01% | 20.41%-2.4pp | 49.20%-31.2pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,471 | $3,021-18.2% | $3,942-37.3% | $2,623-5.8% |
| Participant deferral / active EE | $12,088 | $7,760+55.8% | $8,082+49.6% | $4,346+178.2% |
| Admin fee / account holder | $698 | $1,320-47.1% | $7,899-91.2% | $1,942-64.1% |