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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT MANAGEMENT INC. Service code 99 · EIN 30-0282430 | Other Fees | $61,300 |
Service code 99 | Other Fees | $0 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participant contribution per participant 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 | $87,575 | $62,723+39.6% | $142,863-38.7% | $86,799+0.9% |
| Participation rate | 74.4% | 62.6%+11.8pp | 71.9%+2.4pp | 72.3%+2.1pp |
| Annual return | 14.49% | 17.62%-3.1pp | 5637.54%-5623.0pp | 97.91%-83.4pp |
| Employer contribution / active EE | $4,164 | $1,627+156.0% | $4,144+0.5% | $2,405+73.1% |
| Participant deferral / active EE | $653 | $3,039-78.5% | $3,837-83.0% | $4,131-84.2% |
| Admin fee / account holder | $11 | $140-92.2% | $6,560-99.8% | $170-93.6% |