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 year Filed as: MERCER HR SERVICES, LLP Service code 15 · EIN 20-1932099 | Recordkeeping | $19,968 |
MERCER3+ years Filed as: MERCER HR SERVICES, LLC Service code 15 | Recordkeeping | $19,296 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $450 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $273,532 | $64,909+321.4% | $82,313+232.3% | $62,292+339.1% |
| Participation rate | 99.5% | 74.9%+24.6pp | 76.9%+22.6pp | 69.5%+30.0pp |
| Annual return | 16.71% | 21.18%-4.5pp | 25.88%-9.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $10,632 | $1,676+534.4% | $2,428+337.8% | $2,042+420.6% |
| Participant deferral / active EE | $7,309 | $3,103+135.5% | $3,706+97.2% | $3,169+130.6% |
| Admin fee / account holder | $56 | $440-87.2% | $5,608-99.0% | $479-88.3% |