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 | $456,522 |
Filed as: CLARK SCHAEFFER HACKETT & CO Service code 10 · EIN 31-0800053 | Accounting | $15,750 |
MERCER5 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $15,255 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,146 | $73,283-69.8% | $155,509-85.8% | $106,382-79.2% |
| Participation rate | 74.9% | 73.3%+1.6pp | 78.2%-3.3pp | 69.9%+5.0pp |
| Annual return | 12.75% | 15.77%-3.0pp | 64.67%-51.9pp | 17.37%-4.6pp |
| Employer contribution / active EE | $575 | $2,247-74.4% | $4,672-87.7% | $3,364-82.9% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $5,626-100.0% | $5,569-100.0% |
| Admin fee / account holder | $45 | $56-19.0% | $15,912-99.7% | $79-42.6% |