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 Service code 15 · EIN 26-2459836 | Recordkeeping | $52,299 |
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 | $49,262 | $86,655-43.2% | $119,609-58.8% | $66,914-26.4% |
| Participation rate | 46.4% | 75.6%-29.2pp | 79.3%-32.9pp | 69.8%-23.4pp |
| Annual return | -14.54% | -8.00%-6.5pp | -14.97%+0.4pp | 1.58%-16.1pp |
| Employer contribution / active EE | $801 | $2,536-68.4% | $4,232-81.1% | $2,544-68.5% |
| Participant deferral / active EE | $1,975 | $4,358-54.7% | $5,602-64.7% | $4,237-53.4% |
| Admin fee / account holder | $551 | $755-27.1% | $10,323-94.7% | $593-7.2% |