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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $63,337 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $17,890 |
Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,468 | $90,410-70.7% | $91,001-70.9% | $77,958-66.0% |
| Participation rate | 96.0% | 86.4%+9.6pp | 75.6%+20.4pp | 71.6%+24.3pp |
| Annual return | 19.44% | 21.34%-1.9pp | 4.60%+14.8pp | 20.87%-1.4pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $2,089 | $4,816-56.6% | $3,547-41.1% | $3,537-40.9% |
| Admin fee / account holder | $60 | $79-24.1% | $5,417-98.9% | $97-38.5% |