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 4-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 |
|---|---|---|
MERCER1+ years Filed as: MERCER INVESTMENTS, LLC Service code 16 · EIN 30-0282430 | Consulting | $283,555 |
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $140,005 |
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 | $46,190 | $95,388-51.6% | $125,339-63.1% | $77,904-40.7% |
| Participation rate | 88.4% | 78.6%+9.8pp | 82.4%+6.0pp | 73.7%+14.7pp |
| Annual return | 80.96% | 116.19%-35.2pp | 572.05%-491.1pp | 12.21%+68.8pp |
| Employer contribution / active EE | $2,428 | $3,666-33.8% | $4,814-49.6% | $2,848-14.7% |
| Participant deferral / active EE | $6,850 | $7,711-11.2% | $7,446-8.0% | $4,806+42.5% |
| Admin fee / account holder | $177 | $119+49.2% | $10,010-98.2% | $133+33.8% |