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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $135,184 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 13-2834414 | Advisory (Plan) | $42,735 |
DYNAMIC WEALTH ADVISORS5 years Service code 26 · EIN 26-3945512 | Advisory (Participants) | $6,856 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,807 | $117,025+4.1% | $91,541+33.1% | $85,563+42.4% |
| Participation rate | 93.6% | 64.2%+29.3pp | 69.8%+23.8pp | 66.0%+27.6pp |
| Annual return | 17.75% | 18.02%-0.3pp | 20.50%-2.8pp | 31.51%-13.8pp |
| Employer contribution / active EE | $5,179 | $2,120+144.3% | $2,505+106.8% | $2,654+95.2% |
| Participant deferral / active EE | $7,502 | $3,446+117.7% | $4,008+87.2% | $4,375+71.5% |
| Admin fee / account holder | $163 | $1,242-86.9% | $6,956-97.7% | $834-80.5% |