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 |
|---|---|---|
MERCER3 years Filed as: MERCER GLOBAL ADVISORS INC Service code 27 · EIN 74-3257877 | Advisory (Plan) | $143,993 |
Filed as: FIDELITY WORKPLACE SERVICES LLC Service code 14 · EIN 04-3532603 | Plan Administrator | $42,830 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,573 | $95,880-24.3% | $107,525-32.5% | $85,563-15.2% |
| Participation rate | 88.2% | 70.1%+18.1pp | 75.1%+13.1pp | 66.0%+22.2pp |
| Annual return | 23.40% | 68.06%-44.7pp | 181.32%-157.9pp | 31.51%-8.1pp |
| Employer contribution / active EE | $3,529 | $3,812-7.4% | $3,754-6.0% | $2,654+33.0% |
| Participant deferral / active EE | $8,296 | $4,201+97.5% | $5,116+62.2% | $4,375+89.6% |
| Admin fee / account holder | $392 | $1,025-61.8% | $8,919-95.6% | $834-53.0% |