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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $1,107,457 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,513 | $26,033-32.7% | $74,583-76.5% | $329,111-94.7% |
| Participation rate | 12.5% | 26.0%-13.5pp | 68.1%-55.6pp | 67.9%-55.4pp |
| Annual return | 6.99% | 33.64%-26.7pp | 20.47%-13.5pp | 16.35%-9.4pp |
| Employer contribution / active EE | $237 | $317-25.5% | $2,525-90.6% | $2,303-89.7% |
| Participant deferral / active EE | $176 | $825-78.6% | $3,458-94.9% | $3,682-95.2% |
| Admin fee / account holder | $54 | $62-13.0% | $4,138-98.7% | $754-92.8% |