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 CO6 years Service code 15 · EIN 04-2647786 | Recordkeeping | $615,929 |
MERCER5 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $38,477 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $15,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,496 | $73,283-43.4% | $155,509-73.3% | $106,382-61.0% |
| Participation rate | 87.0% | 73.3%+13.8pp | 78.2%+8.9pp | 69.9%+17.2pp |
| Annual return | 13.41% | 15.77%-2.4pp | 64.67%-51.3pp | 17.37%-4.0pp |
| Employer contribution / active EE | $0 | $2,247-100.0% | $4,672-100.0% | $3,364-100.0% |
| Participant deferral / active EE | $3,917 | $4,580-14.5% | $5,626-30.4% | $5,569-29.7% |
| Admin fee / account holder | $50 | $56-11.0% | $15,912-99.7% | $79-37.0% |