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 |
|---|---|---|
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT INC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $42,719 |
Service code 37 · EIN 04-2647786 | Loan Processing | $11,020 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,022 | $86,225-37.3% | $146,665-63.2% | $86,799-37.8% |
| Participation rate | 95.2% | 78.0%+17.2pp | 80.1%+15.1pp | 72.3%+22.9pp |
| Annual return | 16.45% | 31.23%-14.8pp | 22.74%-6.3pp | 97.91%-81.5pp |
| Employer contribution / active EE | $920 | $2,392-61.5% | $4,136-77.8% | $2,405-61.7% |
| Participant deferral / active EE | $4,280 | $4,245+0.8% | $5,506-22.3% | $4,131+3.6% |
| Admin fee / account holder | $160 | $195-17.9% | $10,280-98.4% | $170-5.4% |