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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 INVESTORS WAY · NORWOOD, MA 020621584 | Recordkeeping | $72,659 |
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 | $242,692 | $60,165+303.4% | $74,183+227.2% | $55,167+339.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 6.08% | 10.00%-3.9pp | 17.74%-11.7pp | 169.23%-163.1pp |
| Employer contribution / active EE | $8,849 | $1,600+453.2% | $2,370+273.4% | $1,963+350.9% |
| Participant deferral / active EE | $6,798 | $2,973+128.7% | $3,550+91.5% | $3,054+122.6% |
| Admin fee / account holder | $167 | $419-60.3% | $5,586-97.0% | $504-66.9% |