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 6-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 16 · EIN 30-0282430 | Consulting | $47,646 |
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $37,274 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $32,620 | $104,317-68.7% | $159,436-79.5% | $86,799-62.4% |
| Participation rate | 67.0% | 77.7%-10.7pp | 82.8%-15.8pp | 72.3%-5.3pp |
| Annual return | 29.92% | 26.32%+3.6pp | 263.57%-233.6pp | 97.91%-68.0pp |
| Employer contribution / active EE | $1,425 | $3,451-58.7% | $4,829-70.5% | $2,405-40.8% |
| Participant deferral / active EE | $11,637 | $6,837+70.2% | $7,352+58.3% | $4,131+181.7% |
| Admin fee / account holder | $188 | $172+9.1% | $10,799-98.3% | $170+10.8% |