See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER6 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $33,740 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,099 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,031 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,061 | $56,317+132.7% | $71,209+84.1% | $74,304+76.4% |
| Participation rate | 98.3% | 55.1%+43.2pp | 73.8%+24.6pp | 60.3%+38.0pp |
| Annual return | 18.80% | 42.83%-24.0pp | 282.51%-263.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $4,668 | $2,160+116.1% | $2,721+71.6% | $2,241+108.3% |
| Participant deferral / active EE | $12,904 | $2,788+362.9% | $4,175+209.1% | $3,767+242.5% |
| Admin fee / account holder | $269 | $2,290-88.3% | $5,349-95.0% | $2,969-90.9% |