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 ONE INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $136,904 |
SOUTHERN BENEFIT ADMINISTRATORS1+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,000 |
WEINZAPFEL AND COMPANY, LLC1+ years Filed as: WEINZAPFEL & COMPANY, LLC Service code 27 · EIN 26-2736088 1301 MORTENSEN LANE · EVANSVILLE, IN 47715 | Advisory (Plan) | $20,000 |
DANIELS, IRWIN & AYLOR1+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $13,750 |
BERGER & BERGER, LLP1+ years Service code 29 · EIN 35-1281454 4424 VOGEL RD STE 405 · EVANSVILLE, IN 47715 | Legal | $6,054 |
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 | $29,216 | $55,516-47.4% | $75,781-61.4% | $59,188-50.6% |
| Participation rate | 75.6% | 73.6%+1.9pp | 75.8%-0.2pp | 69.4%+6.2pp |
| Annual return | -2.74% | -1.89%-0.8pp | 9.68%-12.4pp | 5.51%-8.2pp |
| Employer contribution / active EE | $1,782 | $2,604-31.6% | $3,323-46.4% | $2,098-15.1% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $69 | $110-36.9% | $5,299-98.7% | $92-24.8% |