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 LLC3 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $50,290 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,200 |
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 | $87,032 | $54,121+60.8% | $134,143-35.1% | $73,409+18.6% |
| Participation rate | 99.7% | 64.4%+35.3pp | 72.2%+27.5pp | 72.2%+27.5pp |
| Annual return | 14.28% | -312.52%+326.8pp | 36.33%-22.0pp | 59.29%-45.0pp |
| Employer contribution / active EE | $5,195 | $1,402+270.6% | $3,704+40.3% | $2,234+132.6% |
| Participant deferral / active EE | $4,719 | $2,844+65.9% | $3,499+34.9% | $3,805+24.0% |
| Admin fee / account holder | $126 | $132-4.4% | $6,684-98.1% | $158-19.9% |