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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $72,647 |
J W THOMPSON INVESTMENTS2+ years Filed as: J.W. THOMPSON INVESTMENTS Service code 27 245 WATERMAN ST · PROVIDENCE, RI 02906 | Advisory (Plan) | $24,850 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPRIO & CO. Service code 10 | Accounting | $16,000 |
BLUM SHAPIRO1+ years Filed as: BLUM SHAPIRO & CO. Service code 10 29 SOUTH MAIN STREET · WEST HARTFORD, CT 061272000 | Accounting | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,998 | $46,732+13.4% | $156,549-66.1% | $55,167-3.9% |
| Participation rate | 98.2% | 65.8%+32.4pp | 84.0%+14.2pp | 69.0%+29.2pp |
| Annual return | 6.25% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $1,298 | $2,105-38.3% | $5,501-76.4% | $1,963-33.9% |
| Participant deferral / active EE | $2,504 | $2,204+13.6% | $4,871-48.6% | $3,054-18.0% |
| Admin fee / account holder | $232 | $418-44.5% | $13,027-98.2% | $504-54.0% |