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 |
|---|---|---|
MERCER6 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $80,048 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$65 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $264,116 | $108,549+143.3% | $156,263+69.0% | $85,563+208.7% |
| Participation rate | 96.2% | 77.1%+19.1pp | 78.9%+17.3pp | 66.0%+30.2pp |
| Annual return | 18.08% | 21.79%-3.7pp | 59.47%-41.4pp | 31.51%-13.4pp |
| Employer contribution / active EE | $10,736 | $2,690+299.2% | $4,333+147.8% | $2,654+304.6% |
| Participant deferral / active EE | $8,643 | $4,800+80.1% | $6,158+40.3% | $4,375+97.5% |
| Admin fee / account holder | $85 | $650-86.9% | $14,255-99.4% | $834-89.8% |