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 10-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 INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $40,784 |
Service code 37 · EIN 04-2647786 | Loan Processing | $39,233 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $83,313 | $58,320+42.9% | $86,436-3.6% | $66,914+24.5% |
| Participation rate | 54.8% | 78.6%-23.8pp | 80.3%-25.5pp | 69.8%-15.0pp |
| Annual return | -19.17% | -9.71%-9.5pp | 4394.89%-4414.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $390 | $2,615-85.1% | $3,769-89.6% | $2,544-84.7% |
| Participant deferral / active EE | $4,076 | $6,899-40.9% | $6,952-41.4% | $4,237-3.8% |
| Admin fee / account holder | $390 | $546-28.5% | $6,731-94.2% | $593-34.2% |