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 7-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 HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $7,127 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $3,175 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,342 | $57,828-52.7% | $117,039-76.6% | $70,131-61.0% |
| Participation rate | 92.7% | 67.1%+25.6pp | 77.2%+15.5pp | 69.5%+23.1pp |
| Annual return | 15.16% | 17.55%-2.4pp | 18.95%-3.8pp | 73.14%-58.0pp |
| Employer contribution / active EE | $1,506 | $1,816-17.1% | $3,785-60.2% | $2,342-35.7% |
| Participant deferral / active EE | $1,572 | $2,438-35.5% | $3,929-60.0% | $3,332-52.8% |
| Admin fee / account holder | $156 | $3,548-95.6% | $5,974-97.4% | $4,645-96.6% |