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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $909,861 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $577,508 |
USI CONSULTING GROUP3 years Service code 13 · EIN 06-1053228 | Contract Administrator | $185,396 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $61,868 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $52,641 | $47,385+11.1% | $56,411-6.7% | $106,382-50.5% |
| Participation rate | 90.6% | 33.2%+57.4pp | 52.5%+38.1pp | 69.9%+20.7pp |
| Annual return | 12.77% | 17.29%-4.5pp | 1701.33%-1688.6pp | 17.37%-4.6pp |
| Employer contribution / active EE | $1,465 | $623+135.1% | $1,039+41.0% | $3,364-56.5% |
| Participant deferral / active EE | $3,338 | $1,440+131.7% | $1,952+71.0% | $5,569-40.1% |
| Admin fee / account holder | $88 | $78+12.8% | $2,829-96.9% | $79+11.2% |