See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MERCER2 years Filed as: MERCER GLOBAL ADVISORS Service code 15 · EIN 26-2459836 | Recordkeeping | $50,988 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,006 | $93,182-39.9% | $146,665-61.8% | $79,386-29.5% |
| Participation rate | 44.2% | 76.4%-32.2pp | 80.1%-35.8pp | 70.7%-26.5pp |
| Annual return | 14.00% | 21.61%-7.6pp | 22.74%-8.7pp | 116.85%-102.8pp |
| Employer contribution / active EE | $694 | $2,420-71.3% | $4,136-83.2% | $2,427-71.4% |
| Participant deferral / active EE | $1,926 | $4,169-53.8% | $5,506-65.0% | $4,046-52.4% |
| Admin fee / account holder | $531 | $585-9.2% | $10,280-94.8% | $626-15.2% |