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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 31 · EIN 61-0736136 | Named fiduciary | $54,600 |
Service code 49 · EIN 04-1590850 | Other Services | $46,419 |
JF SHEA CO INC2 years Service code 10 · EIN 94-1530032 | Accounting | $24,199 |
DIMENSIONAL FUND ADVISORS4 years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
DODGE & COX2 years Service code 52 · EIN 94-6067274 | Indirect Investment Fees | $0 |
GLOBAL TRUST COMPANY1 year Service code 52 · EIN 27-6331814 | Indirect Investment Fees | $0 |
T ROWE PRICE RPS INC4 years Filed as: T. ROWE PRICE Service code 52 · EIN 52-1151266 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.4 years Filed as: VANGUARD Service code 52 · EIN 23-2311358 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,831 | $46,219-35.5% | $89,391-66.6% | $90,288-67.0% |
| Participation rate | 15.4% | 44.9%-29.5pp | 68.0%-52.6pp | 73.4%-58.0pp |
| Annual return | 14.78% | 25.71%-10.9pp | 245.62%-230.8pp | 53.97%-39.2pp |
| Employer contribution / active EE | $156 | $953-83.6% | $2,586-94.0% | $2,524-93.8% |
| Participant deferral / active EE | $625 | $2,136-70.8% | $3,890-83.9% | $4,232-85.2% |
| Admin fee / account holder | $266 | $147+81.0% | $4,881-94.6% | $114+133.1% |