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 |
|---|---|---|
MERCER3+ years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $12,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $475 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $117,096 | $89,739+30.5% | $149,718-21.8% | $62,292+88.0% |
| Participation rate | 85.3% | 85.1%+0.2pp | 87.1%-1.8pp | 69.5%+15.8pp |
| Annual return | 19.58% | 21.01%-1.4pp | 1501.63%-1482.1pp | 28.90%-9.3pp |
| Employer contribution / active EE | $1,864 | $3,233-42.3% | $5,445-65.8% | $2,042-8.7% |
| Participant deferral / active EE | $9,878 | $4,797+105.9% | $6,569+50.4% | $3,169+211.7% |
| Admin fee / account holder | $98 | $551-82.2% | $11,283-99.1% | $479-79.5% |