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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $59,051 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $47,043 |
CARON & BLETZER, PLLC7 years Service code 10 · EIN 04-3499945 | Accounting | $7,020 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,308 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,922 | $130,141-27.8% | $86,677+8.4% | $77,904+20.6% |
| Participation rate | 93.7% | 85.9%+7.8pp | 76.6%+17.1pp | 73.7%+20.0pp |
| Annual return | -16.62% | -12.75%-3.9pp | 35.91%-52.5pp | 12.21%-28.8pp |
| Employer contribution / active EE | $2,582 | $3,220-19.8% | $2,836-9.0% | $2,848-9.3% |
| Participant deferral / active EE | $6,345 | $5,757+10.2% | $4,656+36.3% | $4,806+32.0% |
| Admin fee / account holder | $174 | $132+32.2% | $7,493-97.7% | $133+31.5% |