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 5-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 42-0127290 | Contract Administrator | $425,193 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $360,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,937 | $86,936+24.2% | $103,333+4.5% | $99,062+9.0% |
| Participation rate | 96.8% | 81.7%+15.2pp | 74.5%+22.3pp | 71.6%+25.2pp |
| Annual return | 16.41% | 14.99%+1.4pp | 24.88%-8.5pp | 17.66%-1.2pp |
| Employer contribution / active EE | $4,697 | $3,925+19.7% | $3,868+21.4% | $3,262+44.0% |
| Participant deferral / active EE | $9,025 | $3,825+136.0% | $5,057+78.5% | $5,331+69.3% |
| Admin fee / account holder | $115 | $140-18.4% | $8,355-98.6% | $109+5.1% |