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 37 · EIN 04-2647786 | Loan Processing | $136,542 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $66,527 |
MMA SECURITIES LLC4 years Filed as: MMC SECURITIES LLC Service code 27 · EIN 06-1685865 | Advisory (Plan) | $15,148 |
COHNREZNICK LLP2 years Filed as: COHNREZNICK Service code 10 · EIN 22-1478099 | Accounting | $8,629 |
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 | $54,463 | $127,481-57.3% | $149,696-63.6% | $90,288-39.7% |
| Participation rate | 84.4% | 78.2%+6.2pp | 82.5%+2.0pp | 73.4%+11.1pp |
| Annual return | 72.49% | 57.78%+14.7pp | 276.60%-204.1pp | 53.97%+18.5pp |
| Employer contribution / active EE | $2,028 | $3,448-41.2% | $4,644-56.3% | $2,524-19.6% |
| Participant deferral / active EE | $8,757 | $6,975+25.5% | $6,842+28.0% | $4,232+106.9% |
| Admin fee / account holder | $155 | $152+2.4% | $9,309-98.3% | $114+36.1% |