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; Recor... | $132,964 |
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $41,252 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Employer contribution per participant 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 | $34,278 | $71,142-51.8% | $119,609-71.3% | $64,808-47.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 79.3%+7.4pp | 71.5%+15.2pp |
| Annual return | -16.20% | -10.01%-6.2pp | -14.97%-1.2pp | 32.82%-49.0pp |
| Employer contribution / active EE | $442 | $2,497-82.3% | $4,232-89.6% | $2,506-82.4% |
| Participant deferral / active EE | $3,728 | $4,490-17.0% | $5,602-33.4% | $4,310-13.5% |
| Admin fee / account holder | $176 | $162+8.5% | $10,323-98.3% | $188-6.3% |