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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Finders' fees / placement fees; Direc... | $118,769 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $11,975 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Employer contribution per participant 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,127 | $62,267-64.5% | $110,238-79.9% | $55,725-60.3% |
| Participation rate | 87.6% | 78.1%+9.4pp | 79.8%+7.7pp | 70.9%+16.7pp |
| Annual return | -5.06% | -1.07%-4.0pp | 314.74%-319.8pp | 244.93%-250.0pp |
| Employer contribution / active EE | $529 | $1,941-72.8% | $3,826-86.2% | $2,078-74.5% |
| Participant deferral / active EE | $3,942 | $3,516+12.1% | $4,672-15.6% | $3,356+17.5% |
| Admin fee / account holder | $96 | $121-20.3% | $8,547-98.9% | $115-16.3% |