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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $297,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,074 |
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 | $160,322 | $96,900+65.5% | $111,392+43.9% | $75,289+112.9% |
| Participation rate | 99.3% | 85.9%+13.4pp | 78.9%+20.5pp | 72.4%+26.9pp |
| Annual return | -5.52% | 1.66%-7.2pp | -2.06%-3.5pp | -0.04%-5.5pp |
| Employer contribution / active EE | $18,908 | $5,520+242.5% | $4,328+336.9% | $2,405+686.2% |
| Participant deferral / active EE | $12,002 | $6,494+84.8% | $5,567+115.6% | $3,739+221.0% |
| Admin fee / account holder | -$2 | $105-102.3% | $12,266-100.0% | $102-102.3% |