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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $37,500 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $10,217 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$33,912 |
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 | $175,785 | $95,274+84.5% | $135,903+29.3% | $74,419+136.2% |
| Participation rate | 99.0% | 78.2%+20.8pp | 81.9%+17.1pp | 70.7%+28.2pp |
| Annual return | 23.65% | 32.77%-9.1pp | 68.23%-44.6pp | 34.38%-10.7pp |
| Employer contribution / active EE | $13,230 | $3,874+241.5% | $4,856+172.4% | $2,637+401.6% |
| Participant deferral / active EE | $21,166 | $7,782+172.0% | $7,758+172.8% | $4,528+367.4% |
| Admin fee / account holder | $35 | $266-86.9% | $10,762-99.7% | $348-90.0% |