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 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $60,000 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $20,752 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,589 | $104,317-2.6% | $159,436-36.3% | $86,799+17.0% |
| Participation rate | 99.5% | 77.7%+21.8pp | 82.8%+16.7pp | 72.3%+27.2pp |
| Annual return | 13.09% | 26.32%-13.2pp | 263.57%-250.5pp | 97.91%-84.8pp |
| Employer contribution / active EE | $3,121 | $3,451-9.6% | $4,829-35.4% | $2,405+29.8% |
| Participant deferral / active EE | $9,806 | $6,837+43.4% | $7,352+33.4% | $4,131+137.4% |
| Admin fee / account holder | $68 | $172-60.7% | $10,799-99.4% | $170-60.0% |