See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $40,726 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,946 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,521 | $88,083-2.9% | $164,813-48.1% | $74,495+14.8% |
| Participation rate | 89.8% | 73.0%+16.8pp | 78.6%+11.2pp | 67.2%+22.6pp |
| Annual return | 12.98% | 17.26%-4.3pp | 69.93%-57.0pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $3,357 | $2,593+29.5% | $4,341-22.7% | $2,623+28.0% |
| Participant deferral / active EE | $7,134 | $4,498+58.6% | $6,031+18.3% | $4,346+64.2% |
| Admin fee / account holder | $258 | $2,234-88.4% | $12,690-98.0% | $1,942-86.7% |