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 HR SERVICES, LLC Service code 15 · EIN 20-1932099 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $8,515 |
Service code 12 · EIN 13-3689044 1150 SOUTH OLIVE · LOS ANGELES, CA 90015 | Float revenue; Finders' fees / placem... | $3,510 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $0 |
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 | $34,407 | $75,284-54.3% | $91,001-62.2% | $69,631-50.6% |
| Participation rate | 91.8% | 80.4%+11.4pp | 75.6%+16.2pp | 70.7%+21.1pp |
| Annual return | 16.94% | 48.40%-31.5pp | 4.60%+12.3pp | 27571.02%-27554.1pp |
| Employer contribution / active EE | $1,614 | $2,473-34.7% | $2,456-34.3% | $2,032-20.6% |
| Participant deferral / active EE | $3,746 | $3,700+1.3% | $3,547+5.6% | $3,224+16.2% |
| Admin fee / account holder | $7 | $111-93.4% | $5,417-99.9% | $110-93.3% |