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 | $136,111 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $43,762 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,281 | $84,000-40.1% | $119,609-58.0% | $77,904-35.5% |
| Participation rate | 37.2% | 77.8%-40.6pp | 79.3%-42.1pp | 73.7%-36.5pp |
| Annual return | -17.35% | -11.59%-5.8pp | -14.97%-2.4pp | 12.21%-29.6pp |
| Employer contribution / active EE | $1,407 | $2,907-51.6% | $4,232-66.7% | $2,848-50.6% |
| Participant deferral / active EE | $2,814 | $4,705-40.2% | $5,602-49.8% | $4,806-41.4% |
| Admin fee / account holder | $119 | $116+2.8% | $10,323-98.8% | $133-10.2% |