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 INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $43,854 |
Service code 12 · EIN 13-3689044 | Direct payment from the plan; Float r... | $17,184 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $8,138 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $90,617 | $73,638+23.1% | $95,952-5.6% | $73,488+23.3% |
| Participation rate | 91.8% | 76.2%+15.6pp | 77.1%+14.7pp | 70.7%+21.1pp |
| Annual return | 19.82% | 16.78%+3.0pp | 91.61%-71.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $2,133 | $1,863+14.5% | $2,541-16.1% | $2,270-6.0% |
| Participant deferral / active EE | $3,967 | $3,617+9.7% | $4,167-4.8% | $3,740+6.1% |
| Admin fee / account holder | $478 | $482-0.8% | $6,795-93.0% | $513-6.8% |