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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $40,967 |
MERCER4 years Filed as: MERCER DC ADVISORS Service code 10 · EIN 30-0282430 | Accounting | $15,918 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,651 | $167,307-41.0% | $143,757-31.4% | $134,475-26.6% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -14.35% | 0.46%-14.8pp | -0.04%-14.3pp | 417.96%-432.3pp |
| Employer contribution / active EE | $290,416 | $5,619+5068.3% | $4,951+5765.9% | $4,740+6027.4% |
| Participant deferral / active EE | $1,617,684 | $6,446+24996.8% | $5,637+28597.5% | $6,400+25177.4% |
| Admin fee / account holder | $76 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |