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 13 · EIN 42-0127290 | Contract Administrator | $142,546 |
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $81,763 |
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 | $98,424 | $112,623-12.6% | $106,201-7.3% | $199,768-50.7% |
| Participation rate | 64.4% | 86.2%-21.8pp | 75.3%-10.9pp | 72.0%-7.6pp |
| Annual return | 15.33% | 15.57%-0.2pp | 116.26%-100.9pp | 34.26%-18.9pp |
| Employer contribution / active EE | $2,308 | $4,575-49.6% | $3,170-27.2% | $3,037-24.0% |
| Participant deferral / active EE | $5,394 | $6,659-19.0% | $5,012+7.6% | $5,090+6.0% |
| Admin fee / account holder | $150 | $107+40.3% | $11,039-98.6% | $269-44.2% |