Filed December 22, 2021
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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $25,000 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,275 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$22,191 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,580 | $82,202+69.8% | $125,339+11.4% | $64,808+115.4% |
| Participation rate | 98.1% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -16.88% | 3.48%-20.4pp | 572.05%-588.9pp | 32.82%-49.7pp |
| Employer contribution / active EE | $12,844 | $3,615+255.3% | $4,814+166.8% | $2,506+412.6% |
| Participant deferral / active EE | $20,212 | $7,175+181.7% | $7,446+171.4% | $4,310+368.9% |
| Admin fee / account holder | $29 | $163-82.0% | $10,010-99.7% | $188-84.3% |