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 |
|---|---|---|
FIRST MERCANTILE TRUST COMPANY3+ years Filed as: FIRST MERCANTILE TRUST CO. Service code 15 · EIN 68-0279977 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $960 |
GLOBAL RETIREMENT PARTNERS LLC3+ years Filed as: GLOBAL RETIREMENT PARTNERS Service code 28 4340 REDWOOD HWY · SAN RAFAEL, CA 94093 | Investment Management | $0 |
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 | $53,574 | $47,448+12.9% | $94,993-43.6% | $62,292-14.0% |
| Participation rate | 73.7% | 66.5%+7.2pp | 73.9%-0.2pp | 69.5%+4.2pp |
| Annual return | 14.75% | 22.64%-7.9pp | 27.12%-12.4pp | 28.90%-14.1pp |
| Employer contribution / active EE | $718 | $1,300-44.8% | $2,603-72.4% | $2,042-64.8% |
| Participant deferral / active EE | $2,321 | $2,375-2.3% | $3,317-30.0% | $3,169-26.8% |
| Admin fee / account holder | $0 | $434-100.0% | $4,960-100.0% | $479-100.0% |