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 |
|---|---|---|
MERCER3 years Filed as: MERCER ADVISORS Service code 19 · EIN 74-3257877 | Securities Custodian | $39,619 |
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $25,467 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,616 | $86,655-8.1% | $119,609-33.4% | $66,914+19.0% |
| Participation rate | 96.0% | 75.6%+20.5pp | 79.3%+16.8pp | 69.8%+26.2pp |
| Annual return | -17.56% | -8.00%-9.6pp | -14.97%-2.6pp | 1.58%-19.1pp |
| Employer contribution / active EE | $3,095 | $2,536+22.0% | $4,232-26.9% | $2,544+21.6% |
| Participant deferral / active EE | $6,337 | $4,358+45.4% | $5,602+13.1% | $4,237+49.6% |
| Admin fee / account holder | $242 | $755-68.0% | $10,323-97.7% | $593-59.3% |