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 4200 W 115TH ST STE 100 · LEAWOOD, KS 66211 | Advisory (Plan) | $27,960 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,113 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $70,503 | $66,302+6.3% | $110,238-36.0% | $56,287+25.3% |
| Participation rate | 73.0% | 74.9%-1.9pp | 79.8%-6.8pp | 69.9%+3.2pp |
| Annual return | -5.69% | -1.18%-4.5pp | 314.74%-320.4pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,217 | $2,047+8.3% | $3,826-42.1% | $2,111+5.0% |
| Participant deferral / active EE | $2,785 | $3,381-17.6% | $4,672-40.4% | $3,350-16.9% |
| Admin fee / account holder | $229 | $698-67.2% | $8,547-97.3% | $521-56.0% |