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 Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $66,056 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,652 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $8,576 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,489 | $79,184+14.3% | $102,438-11.7% | $74,546+21.4% |
| Participation rate | 78.0% | 74.8%+3.2pp | 76.5%+1.5pp | 67.2%+10.8pp |
| Annual return | 13.68% | 54.95%-41.3pp | 29.37%-15.7pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $2,284 | $2,362-3.3% | $3,024-24.5% | $2,624-13.0% |
| Participant deferral / active EE | $9,405 | $4,414+113.0% | $5,054+86.1% | $4,347+116.3% |
| Admin fee / account holder | $469 | $2,001-76.6% | $9,448-95.0% | $1,944-75.9% |