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 10-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 13 · EIN 42-0127290 | Contract Administrator | $120,783 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $44,979 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,318 | $95,274-4.2% | $135,903-32.8% | $74,419+22.7% |
| Participation rate | 96.1% | 78.2%+17.9pp | 81.9%+14.2pp | 70.7%+25.3pp |
| Annual return | 19.66% | 32.77%-13.1pp | 68.23%-48.6pp | 34.38%-14.7pp |
| Employer contribution / active EE | $4,037 | $3,874+4.2% | $4,856-16.9% | $2,637+53.1% |
| Participant deferral / active EE | $14,990 | $7,782+92.6% | $7,758+93.2% | $4,528+231.0% |
| Admin fee / account holder | $181 | $266-32.0% | $10,762-98.3% | $348-48.0% |