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 9-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 |
|---|---|---|
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $63,882 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $56,166 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,356 | $101,499+13.7% | $147,005-21.5% | $74,546+54.7% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.2%+16.7pp | 67.2%+31.6pp |
| Annual return | 14.94% | 8732.34%-8717.4pp | 418.76%-403.8pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $6,066 | $3,811+59.2% | $4,934+22.9% | $2,624+131.2% |
| Participant deferral / active EE | $13,440 | $7,304+84.0% | $8,070+66.5% | $4,347+209.1% |
| Admin fee / account holder | $505 | $1,748-71.1% | $13,006-96.1% | $1,944-74.0% |