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 5-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 GLOBAL ADVISORS INC Service code 27 1200 17TH ST STE 500 · DENVER, CO 80202 | Advisory (Plan) | $24,395 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $12,797 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,012 | $91,407-69.4% | $135,903-79.4% | $71,457-60.8% |
| Participation rate | 61.1% | 75.7%-14.6pp | 81.9%-20.8pp | 67.9%-6.8pp |
| Annual return | 56.36% | 29.90%+26.5pp | 68.23%-11.9pp | 28.85%+27.5pp |
| Employer contribution / active EE | $1,681 | $3,703-54.6% | $4,856-65.4% | $2,588-35.0% |
| Participant deferral / active EE | $3,391 | $7,092-52.2% | $7,758-56.3% | $4,289-20.9% |
| Admin fee / account holder | $235 | $1,266-81.4% | $10,762-97.8% | $1,587-85.2% |