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 5700 W 112TH ST STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $30,971 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,226 | $81,474+12.0% | $133,956-31.9% | $73,488+24.1% |
| Participation rate | 67.4% | 76.4%-8.9pp | 79.8%-12.4pp | 70.7%-3.2pp |
| Annual return | 13.95% | 19.40%-5.5pp | 45.09%-31.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $2,120 | $2,209-4.1% | $3,919-45.9% | $2,270-6.6% |
| Participant deferral / active EE | $2,690 | $3,786-29.0% | $5,048-46.7% | $3,740-28.1% |
| Admin fee / account holder | $254 | $713-64.4% | $8,927-97.2% | $513-50.5% |