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 HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $76,925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,236 | $63,905+20.9% | $74,183+4.1% | $57,658+34.0% |
| Participation rate | 72.8% | 79.8%-7.0pp | 76.6%-3.9pp | 70.2%+2.5pp |
| Annual return | 5.83% | 60.60%-54.8pp | 17.74%-11.9pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,234 | $1,840-33.0% | $2,370-47.9% | $1,974-37.5% |
| Participant deferral / active EE | $2,812 | $3,448-18.4% | $3,550-20.8% | $3,061-8.1% |
| Admin fee / account holder | $154 | $91+69.5% | $5,586-97.2% | $95+63.3% |