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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $50,000 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $14,481 |
NATIONAL FINANCIAL SERVICES10+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,959 | $79,171-29.3% | $102,423-45.4% | $74,495-24.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 9.85% | 54.93%-45.1pp | 29.32%-19.5pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $2,845 | $2,362+20.4% | $3,023-5.9% | $2,623+8.5% |
| Participant deferral / active EE | $3,128 | $4,415-29.1% | $5,053-38.1% | $4,346-28.0% |
| Admin fee / account holder | $228 | $2,001-88.6% | $9,451-97.6% | $1,942-88.3% |