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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $96,597 |
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 | $158,695 | $70,002+126.7% | $115,037+38.0% | $52,331+203.3% |
| Participation rate | 97.3% | 72.1%+25.1pp | 81.4%+15.9pp | 68.1%+29.1pp |
| Annual return | 0.91% | 4.04%-3.1pp | 26.14%-25.2pp | 4.54%-3.6pp |
| Employer contribution / active EE | $5,264 | $2,715+93.9% | $4,608+14.2% | $1,882+179.8% |
| Participant deferral / active EE | $6,387 | $4,920+29.8% | $6,026+6.0% | $3,022+111.3% |
| Admin fee / account holder | $3 | $566-99.5% | $8,175-100.0% | $592-99.5% |