See peer percentile detail with Solo.
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 7-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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $140,211 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $80,775 |
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 | $48,053 | $111,608-56.9% | $177,821-73.0% | $73,409-34.5% |
| Participation rate | 82.9% | 87.9%-5.0pp | 87.7%-4.9pp | 72.2%+10.7pp |
| Annual return | 74.08% | 18.23%+55.9pp | 48.32%+25.8pp | 59.29%+14.8pp |
| Employer contribution / active EE | $3,913 | $3,796+3.1% | $5,918-33.9% | $2,234+75.2% |
| Participant deferral / active EE | $5,688 | $6,199-8.2% | $7,714-26.3% | $3,805+49.5% |
| Admin fee / account holder | $198 | $166+19.7% | $12,427-98.4% | $158+25.5% |