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 Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $52,054 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,115 |
LINDQUIST LLP4 years Filed as: LINDQUIST CPAS LLP Service code 15 · EIN 52-2385296 | Recordkeeping | $13,250 |
MERCER1 year Filed as: MERCER (US), INC. Service code 15 · EIN 13-2834414 | Recordkeeping | $12,500 |
ADP BROKER-DEALER6+ 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,580 | $61,473+34.3% | $81,930+0.8% | $73,409+12.5% |
| Participation rate | 64.9% | 72.4%-7.5pp | 72.0%-7.1pp | 72.2%-7.3pp |
| Annual return | 13.57% | 28.26%-14.7pp | 29.49%-15.9pp | 59.29%-45.7pp |
| Employer contribution / active EE | $1,361 | $1,898-28.3% | $4,310-68.4% | $2,234-39.1% |
| Participant deferral / active EE | $3,298 | $3,080+7.1% | $7,107-53.6% | $3,805-13.3% |
| Admin fee / account holder | $425 | $125+238.3% | $5,158-91.8% | $158+168.9% |