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 LLC2 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $49,082 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,525 |
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 | $79,744 | $47,648+67.4% | $130,648-39.0% | $67,579+18.0% |
| Participation rate | 98.5% | 60.4%+38.1pp | 71.7%+26.8pp | 71.3%+27.3pp |
| Annual return | 23.73% | 25.73%-2.0pp | 1708.96%-1685.2pp | 378.56%-354.8pp |
| Employer contribution / active EE | $5,452 | $1,408+287.3% | $4,092+33.3% | $2,148+153.9% |
| Participant deferral / active EE | $4,587 | $2,616+75.3% | $3,603+27.3% | $3,539+29.6% |
| Admin fee / account holder | $124 | $105+17.8% | $5,464-97.7% | $142-13.0% |