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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $85,542 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $55,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,602 | $82,783-41.3% | $133,956-63.7% | $90,288-46.2% |
| Participation rate | 35.1% | 81.3%-46.2pp | 79.8%-44.7pp | 73.4%-38.3pp |
| Annual return | 37.17% | 21.89%+15.3pp | 45.09%-7.9pp | 53.97%-16.8pp |
| Employer contribution / active EE | $1,139 | $2,388-52.3% | $3,919-70.9% | $2,524-54.9% |
| Participant deferral / active EE | $2,285 | $4,291-46.7% | $5,048-54.7% | $4,232-46.0% |
| Admin fee / account holder | $93 | $93-0.2% | $8,927-99.0% | $114-18.7% |