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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $217,509 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $210,249 |
FORVIS MAZARS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $45,650 |
Filed as: HIRSCHLER FLEISCHER Service code 29 · EIN 54-1438598 | Legal | $6,365 |
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 | $91,969 | $2,679,533-96.6% | $164,813-44.2% | $199,593-53.9% |
| Participation rate | 92.2% | 78.3%+13.9pp | 78.6%+13.6pp | 72.0%+20.2pp |
| Annual return | 11.94% | 17.93%-6.0pp | 69.93%-58.0pp | 34.25%-22.3pp |
| Employer contribution / active EE | $2,123 | $2,970-28.5% | $4,341-51.1% | $3,034-30.0% |
| Participant deferral / active EE | $3,469 | $5,010-30.8% | $6,031-42.5% | $5,087-31.8% |
| Admin fee / account holder | $195 | $1,982-90.2% | $12,690-98.5% | $269-27.6% |