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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY2+ years Service code 62 · EIN 62-0951563 | Insurance mortality and expense charg... | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,988 | $74,089+9.3% | $133,980-39.6% | $55,167+46.8% |
| Participation rate | 71.5% | 84.3%-12.7pp | 87.1%-15.5pp | 69.0%+2.5pp |
| Annual return | 6.43% | 12.11%-5.7pp | 29.30%-22.9pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,047 | $3,064-65.8% | $5,211-79.9% | $1,963-46.7% |
| Participant deferral / active EE | $2,825 | $4,678-39.6% | $6,282-55.0% | $3,054-7.5% |
| Admin fee / account holder | $183 | $458-60.0% | $9,324-98.0% | $504-63.7% |