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 6-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 37 · EIN 04-2647786 | Loan Processing | $76,567 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $12,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,037 | $89,808+1.4% | $100,391-9.3% | $77,643+17.3% |
| Participation rate | 77.4% | 81.2%-3.8pp | 81.5%-4.1pp | 70.6%+6.8pp |
| Annual return | 18.64% | 20.62%-2.0pp | 49.20%-30.6pp | 31.24%-12.6pp |
| Employer contribution / active EE | $3,712 | $3,039+22.1% | $3,942-5.8% | $2,726+36.2% |
| Participant deferral / active EE | $8,329 | $8,284+0.5% | $8,082+3.1% | $4,647+79.2% |
| Admin fee / account holder | $85 | $174-51.0% | $7,899-98.9% | $430-80.2% |