See peer percentile detail with Solo.
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 8-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 |
|---|---|---|
MERCER1 year Filed as: MERCER DC ADVISORS Service code 16 · EIN 30-0282430 | Consulting | $75,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $86,852 | $47,456+83.0% | $172,739-49.7% | $77,787+11.7% |
| Participation rate | 47.5% | 66.3%-18.8pp | 82.6%-35.2pp | 73.2%-25.7pp |
| Annual return | 26.70% | 35.57%-8.9pp | 802.84%-776.1pp | 32.57%-5.9pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,076 | $2,560+137.4% | $5,198+16.9% | $3,967+53.1% |
| Admin fee / account holder | $120 | $81+48.9% | $13,954-99.1% | $100+20.3% |