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 4-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $31,272 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,463 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $55 |
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 | $105,066 | $64,871+62.0% | $129,110-18.6% | $66,914+57.0% |
| Participation rate | 95.8% | 74.0%+21.8pp | 77.3%+18.5pp | 69.8%+26.0pp |
| Annual return | 0.00% | -12.21%+12.2pp | -10.94%+10.9pp | 1.58%-1.6pp |
| Employer contribution / active EE | $2,999 | $3,741-19.8% | $5,052-40.6% | $2,544+17.9% |
| Participant deferral / active EE | $5,023 | $5,090-1.3% | $6,542-23.2% | $4,237+18.5% |
| Admin fee / account holder | $181 | $629-71.3% | $14,302-98.7% | $593-69.5% |