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 |
|---|---|---|
FID INV INST OPS CO5 years Service code 12 · EIN 04-2647786 | Shareholder servicing fees; Sub-trans... | $223,102 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $80,665 |
MERCER6+ years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282438 | Advisory (Plan) | $70,000 |
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 | $148,980 | $145,877+2.1% | $150,045-0.7% | $102,872+44.8% |
| Participation rate | 93.7% | 79.8%+13.8pp | 82.3%+11.3pp | 73.0%+20.6pp |
| Annual return | 18.43% | 21.37%-2.9pp | 62.55%-44.1pp | 19.06%-0.6pp |
| Employer contribution / active EE | $7,669 | $4,710+62.8% | $4,693+63.4% | $3,526+117.5% |
| Participant deferral / active EE | $12,023 | $9,491+26.7% | $7,997+50.3% | $5,535+117.2% |
| Admin fee / account holder | $101 | $176-42.6% | $13,435-99.2% | $292-65.4% |