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 |
|---|---|---|
MERCER4+ years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 1200 17TH ST STE 500 · DENVER, CO 80202 | Advisory (Plan) | $23,474 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,699 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,637 | $101,317-69.8% | $146,958-79.2% | $74,495-58.9% |
| Participation rate | 75.1% | 75.5%-0.4pp | 82.2%-7.0pp | 67.2%+7.9pp |
| Annual return | 11.20% | 8730.91%-8719.7pp | 418.34%-407.1pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $2,153 | $3,810-43.5% | $4,933-56.4% | $2,623-17.9% |
| Participant deferral / active EE | $4,351 | $7,303-40.4% | $8,070-46.1% | $4,346+0.1% |
| Admin fee / account holder | $267 | $1,739-84.6% | $12,998-97.9% | $1,942-86.2% |