See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $120,109 |
MERCER3 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $64,963 |
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 | $49,104 | $95,388-48.5% | $125,339-60.8% | $77,904-37.0% |
| Participation rate | 86.7% | 78.6%+8.1pp | 82.4%+4.3pp | 73.7%+13.0pp |
| Annual return | 0.57% | 116.19%-115.6pp | 572.05%-571.5pp | 12.21%-11.6pp |
| Employer contribution / active EE | $2,937 | $3,666-19.9% | $4,814-39.0% | $2,848+3.1% |
| Participant deferral / active EE | $8,985 | $7,711+16.5% | $7,446+20.7% | $4,806+87.0% |
| Admin fee / account holder | $79 | $119-33.7% | $10,010-99.2% | $133-40.5% |