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 8-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 DC ADVISORS Service code 16 · EIN 30-0282430 | Consulting | $61,506 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,292 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $106,090 | $56,095+89.1% | $178,490-40.6% | $90,288+17.5% |
| Participation rate | 50.7% | 65.6%-14.8pp | 81.9%-31.2pp | 73.4%-22.6pp |
| Annual return | 11.33% | 28.81%-17.5pp | 151.07%-139.7pp | 53.97%-42.6pp |
| Employer contribution / active EE | $1,224 | $1,572-22.2% | $5,011-75.6% | $2,524-51.5% |
| Participant deferral / active EE | $7,697 | $2,669+188.4% | $5,202+48.0% | $4,232+81.9% |
| Admin fee / account holder | $120 | $101+19.3% | $13,984-99.1% | $114+5.3% |