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 INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $31,250 |
LINDQUIST LLP3 years Filed as: LINDQUIST CPAS LLP Service code 15 · EIN 52-2385296 | Recordkeeping | $13,515 |
ADP BROKER-DEALER1 year Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,450 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,292 | $55,790+29.6% | $76,817-5.9% | $67,579+7.0% |
| Participation rate | 68.4% | 71.1%-2.7pp | 72.1%-3.7pp | 71.3%-2.9pp |
| Annual return | 19.57% | 64.45%-44.9pp | 1166.11%-1146.5pp | 378.56%-359.0pp |
| Employer contribution / active EE | $1,236 | $1,810-31.7% | $2,302-46.3% | $2,148-42.4% |
| Participant deferral / active EE | $2,845 | $2,875-1.1% | $3,336-14.7% | $3,539-19.6% |
| Admin fee / account holder | $176 | $159+10.8% | $6,420-97.3% | $142+24.0% |