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 |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $48,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,400 |
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 | $61,763 | $39,898+54.8% | $121,196-49.0% | $55,725+10.8% |
| Participation rate | 99.7% | 61.2%+38.5pp | 71.7%+28.0pp | 70.9%+28.9pp |
| Annual return | 5.66% | -0.96%+6.6pp | 16.93%-11.3pp | 244.93%-239.3pp |
| Employer contribution / active EE | $5,149 | $1,295+297.5% | $4,022+28.0% | $2,078+147.7% |
| Participant deferral / active EE | $4,348 | $2,439+78.3% | $3,344+30.0% | $3,356+29.6% |
| Admin fee / account holder | $122 | $95+28.7% | $5,019-97.6% | $115+6.2% |