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 | $140,021 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 155 NORTH WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $56,650 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,772 | $91,746-38.1% | $146,665-61.3% | $93,030-39.0% |
| Participation rate | 40.6% | 80.9%-40.4pp | 80.1%-39.5pp | 73.9%-33.3pp |
| Annual return | 16.15% | 18.28%-2.1pp | 22.74%-6.6pp | 158.70%-142.6pp |
| Employer contribution / active EE | $1,457 | $2,815-48.3% | $4,136-64.8% | $2,706-46.2% |
| Participant deferral / active EE | $2,910 | $4,589-36.6% | $5,506-47.2% | $4,562-36.2% |
| Admin fee / account holder | $130 | $101+28.3% | $10,280-98.7% | $152-14.4% |