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 INVESTMENTS LLC Service code 28 · EIN 13-2834414 | Investment Management | $224,397 |
Service code 37 · EIN 04-2647786 | Loan Processing | $116,065 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $66,501 |
MOSS ADAMS LLP7 years Service code 10 · EIN 91-0189318 | Accounting | $20,700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,898 | $82,202+116.4% | $125,339+41.9% | $64,808+174.5% |
| Participation rate | 69.3% | 77.9%-8.6pp | 82.4%-13.1pp | 71.5%-2.2pp |
| Annual return | -28.64% | 3.48%-32.1pp | 572.05%-600.7pp | 32.82%-61.5pp |
| Employer contribution / active EE | $1,874 | $3,615-48.2% | $4,814-61.1% | $2,506-25.2% |
| Participant deferral / active EE | $10,612 | $7,175+47.9% | $7,446+42.5% | $4,310+146.2% |
| Admin fee / account holder | $347 | $163+112.4% | $10,010-96.5% | $188+84.7% |