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 · EIN 20-1932099 | Recordkeeping | $92,508 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO Service code 27 · EIN 34-1542819 | Advisory (Plan) | $25,000 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $16,914 |
BARNES, IACCARINO & SHEPHERD LLP2+ years Filed as: ROY BARNES, PC Service code 29 · EIN 13-4212610 | Legal | $10,800 |
L.H. ROSOFF & CO., LLP2+ years Filed as: L.H. ROSOFF & COMPANY,LLP Service code 10 · EIN 13-1239833 | Accounting | $7,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,421 | $54,392+53.4% | $84,750-1.6% | $63,975+30.4% |
| Participation rate | 58.8% | 76.9%-18.1pp | 76.6%-17.8pp | 71.1%-12.3pp |
| Annual return | 4.12% | 611.38%-607.3pp | 22.78%-18.7pp | 48.65%-44.5pp |
| Employer contribution / active EE | $4,640 | $2,943+57.7% | $3,574+29.8% | $2,182+112.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $134 | $136-1.0% | $5,332-97.5% | $70+90.9% |