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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $116,699 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,393 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,321 |
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 | $170,149 | $69,454+145.0% | $180,183-5.6% | $74,304+129.0% |
| Participation rate | 96.0% | 61.8%+34.2pp | 77.4%+18.6pp | 60.3%+35.7pp |
| Annual return | 16.13% | 25.86%-9.7pp | 27.86%-11.7pp | 29.43%-13.3pp |
| Employer contribution / active EE | $7,635 | $3,155+142.0% | $5,039+51.5% | $2,241+240.7% |
| Participant deferral / active EE | $12,939 | $4,662+177.6% | $6,822+89.7% | $3,767+243.5% |
| Admin fee / account holder | $714 | $3,036-76.5% | $19,975-96.4% | $2,969-75.9% |