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 5-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 |
|---|---|---|
Service code 25 · EIN 04-2647786 | Directed Trustee | $663,352 |
MERCER5+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $60,283 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,796 | $117,739+26.4% | $82,389+80.6% | $117,739+26.4% |
| Participation rate | 98.4% | 76.6%+21.8pp | 69.5%+28.9pp | 76.6%+21.8pp |
| Annual return | 17.56% | 17.29%+0.3pp | 28.67%-11.1pp | 17.29%+0.3pp |
| Employer contribution / active EE | $5,951 | $3,746+58.9% | $2,517+136.4% | $3,746+58.9% |
| Participant deferral / active EE | $8,641 | $6,128+41.0% | $4,155+108.0% | $6,128+41.0% |
| Admin fee / account holder | $49 | $112-55.9% | $7,231-99.3% | $112-55.9% |