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 |
|---|---|---|
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 26 · EIN 74-3257877 201 W. NORTH RIVER DRIVE · SPOKANE, WA 99201 | Advisory (Participants) | $19,248 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 200 DRYDEN RD · DRESHER, PA 19025 | Recordkeeping | $15,081 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,593 | $65,061-5.3% | $143,757-57.2% | $66,914-8.0% |
| Participation rate | 82.9% | 65.2%+17.8pp | 80.3%+2.6pp | 69.8%+13.1pp |
| Annual return | -15.56% | -11.14%-4.4pp | -0.04%-15.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $4,158 | $2,361+76.1% | $4,951-16.0% | $2,544+63.4% |
| Participant deferral / active EE | $2,502 | $2,919-14.3% | $5,637-55.6% | $4,237-41.0% |
| Admin fee / account holder | $301 | $502-40.0% | $14,673-97.9% | $593-49.2% |