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 Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 16 · EIN 30-0282430 | Consulting | $56,114 |
PLANTE & MORAN, PLLC9 years Service code 10 · EIN 38-1357951 | Accounting | $14,000 |
Service code 16 · EIN 27-1175487 | Consulting | $12,535 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$55,949 |
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 | $307,476 | $106,028+190.0% | $146,958+109.2% | $77,643+296.0% |
| Participation rate | 96.3% | 78.4%+18.0pp | 82.2%+14.2pp | 70.6%+25.8pp |
| Annual return | 16.29% | 56.73%-40.4pp | 418.34%-402.0pp | 31.24%-14.9pp |
| Employer contribution / active EE | $8,503 | $4,063+109.3% | $4,933+72.4% | $2,726+211.9% |
| Participant deferral / active EE | $11,463 | $7,990+43.5% | $8,070+42.1% | $4,647+146.7% |
| Admin fee / account holder | $148 | $337-56.2% | $12,998-98.9% | $430-65.7% |