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 |
|---|---|---|
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $13,530 |
ALIGHT SOLUTIONS LLC1 year Service code 15 · EIN 82-1061233 | Recordkeeping | $13,250 |
Filed as: PERSHING LLC Service code 59 · EIN 13-2741729 | Shareholder Servicing | $1,027 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,169 | $88,730-4.0% | $82,313+3.5% | $77,958+9.2% |
| Participation rate | 91.0% | 84.5%+6.5pp | 76.9%+14.1pp | 71.6%+19.3pp |
| Annual return | 25.04% | 20.88%+4.2pp | 25.88%-0.8pp | 20.87%+4.2pp |
| Employer contribution / active EE | $1,166 | $2,758-57.7% | $2,428-52.0% | $2,310-49.5% |
| Participant deferral / active EE | $3,524 | $4,634-24.0% | $3,706-4.9% | $3,537-0.4% |
| Admin fee / account holder | $7 | $74-90.7% | $5,608-99.9% | $97-93.0% |