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 10-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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $36,984 |
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 27 · EIN 30-0282430 | Advisory (Plan) | $34,807 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,281 | $69,477+44.3% | $94,646+6.0% | $71,457+40.3% |
| Participation rate | 56.6% | 78.4%-21.8pp | 80.8%-24.2pp | 67.9%-11.3pp |
| Annual return | 18.86% | 29.66%-10.8pp | 156.71%-137.9pp | 28.85%-10.0pp |
| Employer contribution / active EE | $412 | $2,853-85.5% | $3,672-88.8% | $2,588-84.1% |
| Participant deferral / active EE | $4,385 | $7,345-40.3% | $7,418-40.9% | $4,289+2.2% |
| Admin fee / account holder | $357 | $1,210-70.5% | $7,231-95.1% | $1,587-77.5% |