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 10-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 INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $46,424 |
Service code 99 · EIN 13-2635933 5 PARAGON DRIVE, SUITE 200 · MONTVALE, NJ 07645 | Other Fees | $7,846 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,673 | $53,911+10.7% | $130,648-54.3% | $77,787-23.3% |
| Participation rate | 71.4% | 60.2%+11.2pp | 71.7%-0.3pp | 73.2%-1.8pp |
| Annual return | 22.63% | 21.93%+0.7pp | 1708.96%-1686.3pp | 32.57%-9.9pp |
| Employer contribution / active EE | $938 | $1,826-48.6% | $4,092-77.1% | $2,504-62.5% |
| Participant deferral / active EE | $4,061 | $2,288+77.5% | $3,603+12.7% | $3,967+2.4% |
| Admin fee / account holder | $4 | $129-96.7% | $5,464-99.9% | $100-95.8% |