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 INVESTMENT MANAGEMENT INC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,191 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,799 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,266 | $71,142-37.8% | $119,609-63.0% | $64,808-31.7% |
| Participation rate | 95.4% | 78.6%+16.8pp | 79.3%+16.1pp | 71.5%+23.9pp |
| Annual return | -14.66% | -10.01%-4.6pp | -14.97%+0.3pp | 32.82%-47.5pp |
| Employer contribution / active EE | $879 | $2,497-64.8% | $4,232-79.2% | $2,506-64.9% |
| Participant deferral / active EE | $4,272 | $4,490-4.8% | $5,602-23.7% | $4,310-0.9% |
| Admin fee / account holder | $157 | $162-3.4% | $10,323-98.5% | $188-16.6% |