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 |
|---|---|---|
FID INV INST OPS CO10+ years Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $428,051 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $93,695 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,733 | $244,991+32.1% | $106,213+204.8% | $106,382+204.3% |
| Participation rate | 96.1% | 88.4%+7.7pp | 75.3%+20.8pp | 69.9%+26.2pp |
| Annual return | 15.73% | 13.48%+2.2pp | 116.14%-100.4pp | 17.37%-1.6pp |
| Employer contribution / active EE | $13,074 | $8,816+48.3% | $3,171+312.2% | $3,364+288.7% |
| Participant deferral / active EE | $17,902 | $11,442+56.5% | $5,016+256.9% | $5,569+221.5% |
| Admin fee / account holder | $20 | $88-77.8% | $11,033-99.8% | $79-75.3% |