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 | Recordkeeping and information managem... | $119,857 |
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 27 · EIN 30-0282430 | Advisory (Plan) | $51,092 |
NATIONAL FINANCIAL SERVICES9+ 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 | $36,960 | $91,372-59.6% | $129,995-71.6% | $74,419-50.3% |
| Participation rate | 89.4% | 77.8%+11.6pp | 78.5%+10.9pp | 70.7%+18.7pp |
| Annual return | 18.05% | 23.21%-5.2pp | -137.18%+155.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $513 | $2,563-80.0% | $4,320-88.1% | $2,637-80.6% |
| Participant deferral / active EE | $4,092 | $4,721-13.3% | $5,820-29.7% | $4,528-9.6% |
| Admin fee / account holder | $162 | $283-42.7% | $10,614-98.5% | $348-53.3% |