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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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $452,667 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $55,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,745 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $80,738 | $37,317+116.4% | $77,024+4.8% | $77,904+3.6% |
| Participation rate | 95.8% | 46.9%+49.0pp | 67.9%+27.9pp | 73.7%+22.2pp |
| Annual return | -17.79% | -5.88%-11.9pp | 42.32%-60.1pp | 12.21%-30.0pp |
| Employer contribution / active EE | $3,318 | $1,218+172.3% | $2,812+18.0% | $2,848+16.5% |
| Participant deferral / active EE | $11,808 | $2,564+360.5% | $4,426+166.8% | $4,806+145.7% |
| Admin fee / account holder | $82 | $126-35.1% | $5,425-98.5% | $133-38.5% |