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 LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $52,674 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$15,328 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,589 | $47,898+66.2% | $117,472-32.2% | $64,808+22.8% |
| Participation rate | 99.7% | 61.9%+37.8pp | 70.6%+29.1pp | 71.5%+28.2pp |
| Annual return | -17.18% | -15.54%-1.6pp | 29.74%-46.9pp | 32.82%-50.0pp |
| Employer contribution / active EE | $3,668 | $1,774+106.8% | $4,176-12.2% | $2,506+46.4% |
| Participant deferral / active EE | $5,359 | $3,151+70.1% | $4,070+31.7% | $4,310+24.3% |
| Admin fee / account holder | $89 | $132-32.5% | $5,645-98.4% | $188-52.7% |