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 |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $102,815 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,188 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,514 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $132,967 | $79,700+66.8% | $153,485-13.4% | $74,495+78.5% |
| Participation rate | 100.0% | 69.8%+30.2pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 11.45% | 15.07%-3.6pp | 15.65%-4.2pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $6,802 | $4,016+69.3% | $5,039+35.0% | $2,623+159.3% |
| Participant deferral / active EE | $11,349 | $5,315+113.5% | $6,757+68.0% | $4,346+161.1% |
| Admin fee / account holder | $603 | $1,790-66.3% | $12,724-95.3% | $1,942-68.9% |