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 | $28,065 |
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 | $46,742 | $72,770-35.8% | $67,652-30.9% | $55,191-15.3% |
| Participation rate | 96.7% | 78.8%+17.9pp | 75.7%+21.0pp | 69.2%+27.5pp |
| Annual return | 1.31% | -3.26%+4.6pp | 6625.04%-6623.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $3,372 | $1,769+90.6% | $2,266+48.8% | $1,899+77.6% |
| Participant deferral / active EE | $3,059 | $3,408-10.2% | $3,560-14.1% | $3,046+0.4% |
| Admin fee / account holder | $25 | $79-68.8% | $4,821-99.5% | $91-72.9% |