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 | $130,831 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $44,980 |
MORNINGSTAR3 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,529 | $106,028+2.4% | $146,958-26.1% | $77,643+39.8% |
| Participation rate | 99.0% | 78.4%+20.6pp | 82.2%+16.8pp | 70.6%+28.4pp |
| Annual return | 13.15% | 56.73%-43.6pp | 418.34%-405.2pp | 31.24%-18.1pp |
| Employer contribution / active EE | $4,501 | $4,063+10.8% | $4,933-8.7% | $2,726+65.1% |
| Participant deferral / active EE | $13,785 | $7,990+72.5% | $8,070+70.8% | $4,647+196.6% |
| Admin fee / account holder | $218 | $337-35.4% | $12,998-98.3% | $430-49.4% |