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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 13-2834414 | Consulting | $185,269 |
STRATEGIC ADVISORS, INC.9+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $145,762 |
Service code 37 · EIN 04-2647786 | Loan Processing | $82,854 |
ERNST & YOUNG LLP9+ years Service code 10 · EIN 34-6565596 | Accounting | $58,360 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,565 | $50,574+176.0% | $169,368-17.6% | $80,160+74.1% |
| Participation rate | 78.7% | 67.8%+10.9pp | 77.1%+1.6pp | 72.9%+5.8pp |
| Annual return | 17.08% | 22.92%-5.8pp | 405.60%-388.5pp | 40.38%-23.3pp |
| Employer contribution / active EE | $3,501 | $1,693+106.8% | $4,013-12.8% | $2,978+17.6% |
| Participant deferral / active EE | $6,295 | $4,164+51.2% | $6,221+1.2% | $5,017+25.5% |
| Admin fee / account holder | $165 | $107+54.7% | $9,003-98.2% | $145+14.0% |