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 Service code 27 · EIN 13-2834414 | Advisory (Plan) | $15,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $769 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,421 | $74,089+32.8% | $133,980-26.5% | $55,167+78.4% |
| Participation rate | 85.3% | 84.3%+1.0pp | 87.1%-1.8pp | 69.0%+16.3pp |
| Annual return | 10.20% | 12.11%-1.9pp | 29.30%-19.1pp | 169.23%-159.0pp |
| Employer contribution / active EE | $949 | $3,064-69.0% | $5,211-81.8% | $1,963-51.6% |
| Participant deferral / active EE | $9,544 | $4,678+104.0% | $6,282+51.9% | $3,054+212.5% |
| Admin fee / account holder | $121 | $458-73.5% | $9,324-98.7% | $504-75.9% |