Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 5-year trajectory for $4.99 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 |
|---|---|---|
MERCER5+ years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $63,906 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $19,144 |
MELTON & MELTON LLP3 years Service code 10 · EIN 74-1550819 | Accounting | $12,146 |
ALAN ROBIN LAW PLLC4 years Service code 29 · EIN 46-6843772 | Legal | $5,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $323,744 | $79,700+306.2% | $153,432+111.0% | $74,546+334.3% |
| Participation rate | 99.4% | 69.8%+29.6pp | 77.1%+22.3pp | 67.2%+32.2pp |
| Annual return | 14.28% | 15.07%-0.8pp | 15.66%-1.4pp | 1366.03%-1351.8pp |
| Employer contribution / active EE | $9,771 | $4,016+143.3% | $5,038+93.9% | $2,624+272.3% |
| Participant deferral / active EE | $15,783 | $5,315+197.0% | $6,757+133.6% | $4,347+263.0% |
| Admin fee / account holder | $497 | $1,790-72.2% | $12,725-96.1% | $1,944-74.4% |