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 020621584 | Recordkeeping | $99,285 |
Filed as: INVESTMENT RESEARCH & ADVISORY Service code 26 1180 WEST PEACHTREE ST · ATLANTA, GA 30309 | Advisory (Participants) | $20,815 |
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 | $57,462 | $74,024-22.4% | $77,999-26.3% | $57,658-0.3% |
| Participation rate | 91.5% | 79.7%+11.7pp | 75.5%+16.0pp | 70.2%+21.3pp |
| Annual return | 6.36% | 12.14%-5.8pp | 425.96%-419.6pp | 5.13%+1.2pp |
| Employer contribution / active EE | $753 | $2,365-68.1% | $2,470-69.5% | $1,974-61.8% |
| Participant deferral / active EE | $3,108 | $3,533-12.0% | $3,497-11.1% | $3,061+1.5% |
| Admin fee / account holder | $6 | $93-93.4% | $5,480-99.9% | $95-93.4% |