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 06-1050034 | Contract Administrator | $73,912 |
MERCER2 years 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 | $2,412 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,185 | $82,202+1.2% | $125,339-33.6% | $64,808+28.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -15.51% | 3.48%-19.0pp | 572.05%-587.6pp | 32.82%-48.3pp |
| Employer contribution / active EE | $3,048 | $3,615-15.7% | $4,814-36.7% | $2,506+21.6% |
| Participant deferral / active EE | $9,567 | $7,175+33.3% | $7,446+28.5% | $4,310+121.9% |
| Admin fee / account holder | $112 | $163-31.6% | $10,010-98.9% | $188-40.5% |