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 13-2834414 | Consulting | $348,164 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $142,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $59,277 |
ERNST & YOUNG LLP8+ years Service code 10 · EIN 34-6565596 | Accounting | $56,042 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,886 | $42,504+177.4% | $159,960-26.3% | $77,904+51.3% |
| Participation rate | 82.1% | 66.9%+15.2pp | 78.0%+4.2pp | 73.7%+8.4pp |
| Annual return | -16.31% | -12.43%-3.9pp | 408.60%-424.9pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,290 | $1,684+95.4% | $4,226-22.1% | $2,848+15.5% |
| Participant deferral / active EE | $6,003 | $3,919+53.2% | $6,182-2.9% | $4,806+24.9% |
| Admin fee / account holder | $206 | $98+110.8% | $8,698-97.6% | $133+55.1% |