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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $16,043 |
TD AMERITRADE, INC.1+ years Service code 33 · EIN 47-0533629 | Securities brokerage; Direct payment ... | $3,150 |
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 | $76,059 | $71,957+5.7% | $67,652+12.4% | $59,188+28.5% |
| Participation rate | 96.5% | 82.7%+13.8pp | 75.7%+20.8pp | 69.4%+27.1pp |
| Annual return | -13.16% | 8.53%-21.7pp | 6625.04%-6638.2pp | 5.51%-18.7pp |
| Employer contribution / active EE | $1,196 | $2,432-50.8% | $2,266-47.2% | $2,098-43.0% |
| Participant deferral / active EE | $3,417 | $4,211-18.9% | $3,560-4.0% | $3,265+4.7% |
| Admin fee / account holder | $7 | $64-89.1% | $4,821-99.9% | $92-92.4% |