Filed December 7, 2022
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 10-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 INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $63,750 |
Service code 25 · EIN 04-2647786 | Directed Trustee | -$172,399 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,881 | $118,337+27.5% | $189,513-20.4% | $93,030+62.2% |
| Participation rate | 97.4% | 89.1%+8.3pp | 87.8%+9.6pp | 73.9%+23.5pp |
| Annual return | 20.61% | 21.77%-1.2pp | 555.15%-534.5pp | 158.70%-138.1pp |
| Employer contribution / active EE | $6,244 | $4,204+48.5% | $6,162+1.3% | $2,706+130.8% |
| Participant deferral / active EE | $7,803 | $7,123+9.5% | $8,221-5.1% | $4,562+71.0% |
| Admin fee / account holder | -$44 | $100-143.8% | $12,045-100.4% | $152-128.8% |