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 7-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 |
|---|---|---|
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $48,365 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,182 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,994 | $185,342-74.6% | $111,297-57.8% | $86,799-45.9% |
| Participation rate | 90.1% | 81.0%+9.1pp | 77.3%+12.8pp | 72.3%+17.8pp |
| Annual return | 131.68% | 500.80%-369.1pp | 54.65%+77.0pp | 97.91%+33.8pp |
| Employer contribution / active EE | $2,121 | $2,246-5.6% | $2,731-22.3% | $2,405-11.8% |
| Participant deferral / active EE | $3,932 | $4,458-11.8% | $4,487-12.4% | $4,131-4.8% |
| Admin fee / account holder | $107 | $255-58.0% | $7,964-98.7% | $170-36.8% |