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 9-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 15 · EIN 30-0282430 | Recordkeeping | $26,826 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $13,955 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $103,124 | $99,985+3.1% | $146,665-29.7% | $85,850+20.1% |
| Participation rate | 65.5% | 73.1%-7.6pp | 80.1%-14.6pp | 69.3%-3.8pp |
| Annual return | 13.02% | 18.93%-5.9pp | 22.74%-9.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,557 | $2,559-39.1% | $4,136-62.4% | $2,565-39.3% |
| Participant deferral / active EE | $5,536 | $4,006+38.2% | $5,506+0.6% | $3,952+40.1% |
| Admin fee / account holder | $352 | $7,702-95.4% | $10,280-96.6% | $6,260-94.4% |