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 8-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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $108,439 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $53,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,608 | $42,353+28.9% | $79,550-31.4% | $64,808-15.7% |
| Participation rate | 61.9% | 64.8%-2.9pp | 69.5%-7.6pp | 71.5%-9.6pp |
| Annual return | -16.97% | -12.24%-4.7pp | 0.16%-17.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,061 | $3,170-66.5% | $3,985-73.4% | $4,310-75.4% |
| Admin fee / account holder | $286 | $160+79.2% | $6,832-95.8% | $188+52.3% |