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 LLC1 year Filed as: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $98,397 |
MARINER LLC6 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $44,739 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $38,722 |
ADP BROKER-DEALER7+ 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 | $56,746 | $98,727-42.5% | $113,168-49.9% | $85,563-33.7% |
| Participation rate | 95.0% | 80.8%+14.2pp | 76.6%+18.5pp | 66.0%+29.1pp |
| Annual return | 19.29% | 17.43%+1.9pp | 24.27%-5.0pp | 31.51%-12.2pp |
| Employer contribution / active EE | $3,090 | $2,907+6.3% | $2,975+3.8% | $2,654+16.4% |
| Participant deferral / active EE | $6,352 | $5,424+17.1% | $5,107+24.4% | $4,375+45.2% |
| Admin fee / account holder | $185 | $357-48.1% | $12,068-98.5% | $834-77.8% |