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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE TRUST Service code 12 · EIN 62-0951563 | Contract Administrator; Investment ma... | $41,108 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 16 · EIN 42-1445429 | Consulting | $33,116 |
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 | $64,371 | $80,753-20.3% | $136,294-52.8% | $62,292+3.3% |
| Participation rate | 73.0% | 73.5%-0.5pp | 81.9%-8.9pp | 69.5%+3.5pp |
| Annual return | 19.85% | 35.83%-16.0pp | 5155.94%-5136.1pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,709 | $2,884-40.7% | $4,695-63.6% | $2,042-16.3% |
| Participant deferral / active EE | $4,264 | $5,164-17.4% | $6,247-31.7% | $3,169+34.5% |
| Admin fee / account holder | $82 | $525-84.4% | $9,243-99.1% | $479-82.9% |