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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $15,296 |
FINANCIAL ENGINES2+ years Service code 26 1804 EMBARCADERO ROAD · PALO ALTO, CA 94303 | Advisory (Participants) | $1,724 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,829 | $54,392-47.0% | $84,750-66.0% | $63,975-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 7.41% | 611.38%-604.0pp | 22.78%-15.4pp | 48.65%-41.2pp |
| Employer contribution / active EE | $4,516 | $2,943+53.4% | $3,574+26.3% | $2,182+107.0% |
| Participant deferral / active EE | $1,557 | $2,593-39.9% | $3,712-58.1% | $3,356-53.6% |
| Admin fee / account holder | $7 | $136-95.2% | $5,332-99.9% | $70-90.8% |