See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SAGEVIEW Service code 16 · EIN 33-0818667 | Consulting | $20,000 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $13,612 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $7,159 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $6,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,965 | $58,778+75.2% | $129,207-20.3% | $77,643+32.6% |
| Participation rate | 98.6% | 59.2%+39.4pp | 69.6%+29.0pp | 70.6%+28.0pp |
| Annual return | 15.22% | 24.73%-9.5pp | 9417.33%-9402.1pp | 31.24%-16.0pp |
| Employer contribution / active EE | $8,516 | $1,952+336.2% | $4,153+105.0% | $2,726+212.4% |
| Participant deferral / active EE | $6,638 | $3,212+106.6% | $4,168+59.3% | $4,647+42.8% |
| Admin fee / account holder | $99 | $589-83.2% | $7,715-98.7% | $430-77.0% |