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 |
|---|---|---|
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 29 · EIN 30-0282430 | Legal | $63,750 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $40,430 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,149 |
REILLY, PENNER & BENTON LLP7 years Service code 28 · EIN 39-0747409 | Investment Management | $10,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,686 | $104,919-16.4% | $116,228-24.6% | $85,563+2.5% |
| Participation rate | 90.8% | 78.6%+12.2pp | 74.6%+16.2pp | 66.0%+24.8pp |
| Annual return | 14.40% | 15.38%-1.0pp | 90.06%-75.7pp | 31.51%-17.1pp |
| Employer contribution / active EE | $1,288 | $3,485-63.1% | $2,994-57.0% | $2,654-51.5% |
| Participant deferral / active EE | $5,229 | $5,306-1.5% | $4,953+5.6% | $4,375+19.5% |
| Admin fee / account holder | $245 | $429-42.8% | $11,989-98.0% | $834-70.6% |