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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $50,000 |
Service code 99 · EIN 13-2635933 5 PARAGON DRIVE, SUITE 200 · MONTVALE, NJ 07645 | Other Fees | $42,624 |
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 | $67,522 | $54,121+24.8% | $134,143-49.7% | $73,409-8.0% |
| Participation rate | 81.7% | 64.4%+17.4pp | 72.2%+9.6pp | 72.2%+9.6pp |
| Annual return | 20.63% | -312.52%+333.1pp | 36.33%-15.7pp | 59.29%-38.7pp |
| Employer contribution / active EE | $0 | $1,402-100.0% | $3,704-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $5,845 | $2,844+105.5% | $3,499+67.0% | $3,805+53.6% |
| Admin fee / account holder | $11 | $132-91.7% | $6,684-99.8% | $158-93.0% |