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 INVESTMENTS LLC Service code 27 · EIN 33-0282430 | Advisory (Plan) | $99,670 |
Filed as: PRUDENTIAL RETIREMENT INS Service code 14 · EIN 06-1050034 | Plan Administrator | $87,460 |
ADP BROKER-DEALER2 years Filed as: ADP, LLC Service code 49 · EIN 13-3036745 | Other Services | $47,330 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,482 |
MELTON & MELTON LLP6+ years Service code 10 · EIN 74-1550819 | Accounting | $29,164 |
D. BRENNAN REILLY, P.C.1 year Service code 10 · EIN 76-0634363 | Accounting | $22,133 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,984 | $56,152+95.9% | $185,823-40.8% | $73,409+49.8% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 12.93% | 17.59%-4.7pp | 35.95%-23.0pp | 59.29%-46.4pp |
| Employer contribution / active EE | $7,355 | $1,532+380.2% | $4,087+80.0% | $2,234+229.3% |
| Participant deferral / active EE | $16,259 | $3,659+344.3% | $5,632+188.7% | $3,805+327.3% |
| Admin fee / account holder | $253 | $132+91.7% | $9,500-97.3% | $158+60.3% |