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 |
|---|---|---|
MERCER5 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $76,215 |
Service code 16 · EIN 93-1669497 | Consulting | $8,190 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,461 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,080 | $89,465+156.1% | $164,866+38.9% | $77,671+194.9% |
| Participation rate | 98.0% | 78.6%+19.4pp | 78.6%+19.4pp | 70.6%+27.5pp |
| Annual return | 13.45% | 28.81%-15.4pp | 69.97%-56.5pp | 31.21%-17.8pp |
| Employer contribution / active EE | $14,486 | $2,568+464.2% | $4,343+233.6% | $2,726+431.3% |
| Participant deferral / active EE | $8,657 | $4,897+76.8% | $6,033+43.5% | $4,648+86.2% |
| Admin fee / account holder | $86 | $340-74.7% | $12,689-99.3% | $430-80.0% |