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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $107,331 |
UBS FINANCIAL SERVICES INC2+ years Service code 16 1000 HARBOR BLVD, 5TH FLOOR · WEEHAWKEN, NJ 07086 | Consulting | $34,543 |
PEASE & ASSOCIATES, LLC1 year Service code 10 · EIN 36-4267431 1422 EUCLID AVENUE, SUITE 400 · CLEVELAND, OH 44115 | Accounting | $8,501 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,134 | $74,024-62.0% | $77,999-63.9% | $57,658-51.2% |
| Participation rate | 91.6% | 79.7%+11.8pp | 75.5%+16.1pp | 70.2%+21.4pp |
| Annual return | 6.26% | 12.14%-5.9pp | 425.96%-419.7pp | 5.13%+1.1pp |
| Employer contribution / active EE | $1,457 | $2,365-38.4% | $2,470-41.0% | $1,974-26.2% |
| Participant deferral / active EE | $3,527 | $3,533-0.2% | $3,497+0.9% | $3,061+15.2% |
| Admin fee / account holder | $6 | $93-93.5% | $5,480-99.9% | $95-93.6% |