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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, ME 02062 | Recordkeeping | $148,718 |
Filed as: TRANSAMERICA RETIREMENT SOLUTIIONS Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Participa... | $33,532 |
TD AMERITRADE, INC.2+ years Service code 33 · EIN 47-0533629 | Securities brokerage; Direct payment ... | $392 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $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 | $89,640 | $46,761+91.7% | $106,619-15.9% | $57,658+55.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 78.0%+22.0pp | 70.2%+29.8pp |
| Annual return | 7.31% | 15.77%-8.5pp | 9.42%-2.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $4,621 | $1,274+262.7% | $3,947+17.1% | $1,974+134.1% |
| Participant deferral / active EE | $5,673 | $1,954+190.3% | $3,930+44.3% | $3,061+85.4% |
| Admin fee / account holder | $151 | $97+55.6% | $6,418-97.7% | $95+59.3% |