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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 02062 | Recordkeeping | $71,972 |
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 | $228,718 | $54,320+321.1% | $67,652+238.1% | $52,331+337.1% |
| Participation rate | 99.5% | 73.6%+25.9pp | 75.7%+23.8pp | 68.1%+31.4pp |
| Annual return | 1.71% | 6.81%-5.1pp | 6625.04%-6623.3pp | 4.54%-2.8pp |
| Employer contribution / active EE | $10,855 | $1,544+603.2% | $2,266+379.2% | $1,882+476.9% |
| Participant deferral / active EE | $7,263 | $2,950+146.2% | $3,560+104.0% | $3,022+140.3% |
| Admin fee / account holder | $164 | $527-68.9% | $4,821-96.6% | $592-72.3% |