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 |
|---|---|---|
MERCER8 years Filed as: MERCER INVESTMENT MANAGEMENT, INC. Service code 15 · EIN 30-0282430 | Recordkeeping | $25,857 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,909 |
WITHUMSMITH+BROWN, PC4 years Filed as: WITHUMSMITHBROWN, PC Service code 15 · EIN 22-2027092 | Recordkeeping | $19,396 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,818 | $117,025-5.3% | $91,541+21.1% | $85,563+29.5% |
| Participation rate | 64.3% | 64.2%0pp | 69.8%-5.5pp | 66.0%-1.7pp |
| Annual return | 13.70% | 18.02%-4.3pp | 20.50%-6.8pp | 31.51%-17.8pp |
| Employer contribution / active EE | $1,490 | $2,120-29.7% | $2,505-40.5% | $2,654-43.8% |
| Participant deferral / active EE | $3,964 | $3,446+15.0% | $4,008-1.1% | $4,375-9.4% |
| Admin fee / account holder | $263 | $1,242-78.8% | $6,956-96.2% | $834-68.5% |