Filed October 10, 2024 (most recent of 8 filings on file)
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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $124,163 |
MERCER1 year Filed as: MERCER INC. Service code 99 · EIN 11-1000111 | Other Fees | $5,128 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,545 | $63,259-61.2% | $178,490-86.2% | $93,223-73.7% |
| Participation rate | 86.5% | 72.1%+14.4pp | 81.9%+4.6pp | 74.9%+11.6pp |
| Annual return | 20.61% | 19.93%+0.7pp | 151.07%-130.5pp | 19.29%+1.3pp |
| Employer contribution / active EE | $3,477 | $1,865+86.5% | $5,011-30.6% | $2,680+29.7% |
| Participant deferral / active EE | $0 | $3,372-100.0% | $5,202-100.0% | $4,563-100.0% |
| Admin fee / account holder | $15 | $58-74.8% | $13,984-99.9% | $79-81.5% |