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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $7,037 |
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 | $55,162 | $54,320+1.5% | $67,652-18.5% | $52,331+5.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | 1.88% | 6.81%-4.9pp | 6625.04%-6623.2pp | 4.54%-2.7pp |
| Employer contribution / active EE | $1,504 | $1,544-2.6% | $2,266-33.6% | $1,882-20.1% |
| Participant deferral / active EE | $4,917 | $2,950+66.7% | $3,560+38.1% | $3,022+62.7% |
| Admin fee / account holder | $12 | $527-97.8% | $4,821-99.8% | $592-98.0% |