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 |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $365,559 |
STRATEGIC ADVISORS, INC.11+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $183,663 |
Filed as: MERRILL LYNCH Service code 50 4800 EAST DEER LAKE DRIVE · JACKSONVILLE, FL 32246 | Direct Payment | $183,138 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $85,768 |
ERNST & YOUNG LLP11+ years Service code 10 · EIN 34-6565596 | Accounting | $62,118 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,295 | $83,158+92.8% | $167,512-4.3% | $102,872+55.8% |
| Participation rate | 87.1% | 70.1%+17.0pp | 77.1%+10.0pp | 73.0%+14.1pp |
| Annual return | 16.78% | 21.37%-4.6pp | 1615.79%-1599.0pp | 19.06%-2.3pp |
| Employer contribution / active EE | $3,939 | $2,233+76.4% | $3,882+1.5% | $3,526+11.7% |
| Participant deferral / active EE | $7,054 | $5,132+37.4% | $6,405+10.1% | $5,535+27.4% |
| Admin fee / account holder | $313 | $109+187.2% | $9,769-96.8% | $292+7.3% |