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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $94,074 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $161,854 | $75,183+115.3% | $123,892+30.6% | $55,167+193.4% |
| Participation rate | 96.6% | 72.8%+23.8pp | 81.4%+15.2pp | 69.0%+27.7pp |
| Annual return | 5.60% | 19.01%-13.4pp | 47.52%-41.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $4,468 | $2,823+58.2% | $4,617-3.2% | $1,963+127.6% |
| Participant deferral / active EE | $6,777 | $5,084+33.3% | $5,984+13.2% | $3,054+121.9% |
| Admin fee / account holder | $1 | $663-99.8% | $8,357-100.0% | $504-99.7% |