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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $57,750 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $26,313 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $7,665 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
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 | $115,299 | $43,133+167.3% | $89,391+29.0% | $73,488+56.9% |
| Participation rate | 86.1% | 55.0%+31.1pp | 68.0%+18.1pp | 70.7%+15.4pp |
| Annual return | 11.04% | 135.66%-124.6pp | 245.62%-234.6pp | 28.51%-17.5pp |
| Employer contribution / active EE | $6,173 | $1,438+329.3% | $2,586+138.7% | $2,270+171.9% |
| Participant deferral / active EE | $9,593 | $2,445+292.4% | $3,890+146.6% | $3,740+156.5% |
| Admin fee / account holder | $214 | $444-51.8% | $4,881-95.6% | $513-58.3% |