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.
| Provider | Service type | Compensation |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS Service code 16 · EIN 30-0282430 | Consulting | $80,627 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,205 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,114 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,269 | $77,503+11.3% | $100,391-14.1% | $80,856+6.7% |
| Participation rate | 88.5% | 76.9%+11.6pp | 81.5%+7.0pp | 67.6%+20.9pp |
| Annual return | 11.37% | 37.20%-25.8pp | 49.20%-37.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $5,432 | $2,801+93.9% | $3,942+37.8% | $2,755+97.2% |
| Participant deferral / active EE | $12,755 | $6,820+87.0% | $8,082+57.8% | $4,296+196.9% |
| Admin fee / account holder | $449 | $5,897-92.4% | $7,899-94.3% | $6,918-93.5% |