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+ years Filed as: MERCER HR SERVICES LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $667,779 |
ELECTRICAL INSURANCE TRUSTEES1+ years Service code 14 · EIN 36-1033970 | Plan Administrator | $648,061 |
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 | $149,368 | $51,897+187.8% | $84,750+76.2% | $329,111-54.6% |
| Participation rate | 86.1% | 73.2%+12.9pp | 76.6%+9.5pp | 67.9%+18.3pp |
| Annual return | 2.08% | 11.82%-9.7pp | 22.78%-20.7pp | 16.35%-14.3pp |
| Employer contribution / active EE | $6,312 | $3,022+108.9% | $3,574+76.6% | $2,303+174.0% |
| Participant deferral / active EE | $0 | $2,346-100.0% | $3,712-100.0% | $3,682-100.0% |
| Admin fee / account holder | $106 | $97+9.2% | $5,332-98.0% | $754-86.0% |