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 | $166,918 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $83,354 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,482 | $84,993+0.6% | $129,995-34.2% | $80,160+6.6% |
| Participation rate | 95.1% | 79.5%+15.6pp | 78.5%+16.6pp | 72.9%+22.2pp |
| Annual return | 12.03% | 23.76%-11.7pp | -137.18%+149.2pp | 40.38%-28.4pp |
| Employer contribution / active EE | $2,208 | $3,051-27.6% | $4,320-48.9% | $2,978-25.9% |
| Participant deferral / active EE | $3,804 | $4,984-23.7% | $5,820-34.6% | $5,017-24.2% |
| Admin fee / account holder | $96 | $391-75.3% | $10,614-99.1% | $145-33.5% |