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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Claims pr... | $34,601 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $4,761 |
Service code 33 · EIN 25-1409618 | Securities brokerage; Securities brok... | $0 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $188,458 | $80,753+133.4% | $136,294+38.3% | $62,292+202.5% |
| Participation rate | 98.2% | 73.5%+24.7pp | 81.9%+16.3pp | 69.5%+28.7pp |
| Annual return | 15.22% | 35.83%-20.6pp | 5155.94%-5140.7pp | 28.90%-13.7pp |
| Employer contribution / active EE | $4,658 | $2,884+61.5% | $4,695-0.8% | $2,042+128.1% |
| Participant deferral / active EE | $7,475 | $5,164+44.8% | $6,247+19.7% | $3,169+135.9% |
| Admin fee / account holder | $107 | $525-79.6% | $9,243-98.8% | $479-77.7% |