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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $22,106 |
Service code 12 · EIN 13-3689044 | Participant communication; Sales load... | $5,215 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $59,097 | $69,305-14.7% | $82,313-28.2% | $69,631-15.1% |
| Participation rate | 97.3% | 80.3%+17.1pp | 76.9%+20.5pp | 70.7%+26.7pp |
| Annual return | 20.16% | 21.47%-1.3pp | 25.88%-5.7pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $4,377 | $1,887+132.0% | $2,428+80.3% | $2,032+115.4% |
| Participant deferral / active EE | $3,571 | $3,568+0.1% | $3,706-3.6% | $3,224+10.8% |
| Admin fee / account holder | $22 | $97-77.3% | $5,608-99.6% | $110-80.0% |