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 5-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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $76,319 |
MERCER3 years Filed as: MERCER INVESTMENTS, LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $33,744 |
FRAZIER & DEETER, LLC3 years Service code 10 · EIN 39-4469485 | Accounting | $17,500 |
NATIONAL FINANCIAL SERVICES5+ years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,913 | $88,890-19.1% | $102,423-29.8% | $77,643-7.4% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 13.62% | 24.98%-11.4pp | 29.32%-15.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,858 | $2,698+6.0% | $3,023-5.5% | $2,726+4.9% |
| Participant deferral / active EE | $5,275 | $5,145+2.5% | $5,053+4.4% | $4,647+13.5% |
| Admin fee / account holder | $114 | $235-51.5% | $9,451-98.8% | $430-73.5% |