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 3-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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $481,617 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,456 | $85,635-43.4% | $123,892-60.9% | $63,975-24.3% |
| Participation rate | 83.0% | 74.9%+8.1pp | 81.4%+1.6pp | 71.1%+11.9pp |
| Annual return | 23.25% | 15.74%+7.5pp | 47.52%-24.3pp | 48.65%-25.4pp |
| Employer contribution / active EE | $1,435 | $3,076-53.4% | $4,617-68.9% | $2,182-34.2% |
| Participant deferral / active EE | $5,024 | $5,667-11.3% | $5,984-16.0% | $3,356+49.7% |
| Admin fee / account holder | $23 | $75-69.2% | $8,357-99.7% | $70-67.2% |