Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
MERCER2 years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $112,269 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $31,943 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,247 | $82,972-26.2% | $103,374-40.8% | $77,671-21.1% |
| Participation rate | 88.4% | 71.5%+16.9pp | 74.5%+13.9pp | 70.6%+17.8pp |
| Annual return | 14.27% | 19.14%-4.9pp | 24.89%-10.6pp | 31.21%-16.9pp |
| Employer contribution / active EE | $3,489 | $3,554-1.8% | $3,869-9.8% | $2,726+28.0% |
| Participant deferral / active EE | $8,358 | $4,108+103.4% | $5,058+65.3% | $4,648+79.8% |
| Admin fee / account holder | $353 | $639-44.6% | $8,394-95.8% | $430-17.9% |