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 Service code 26 · EIN 61-1740806 | Advisory (Participants) | $8,987 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $875 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,774 | $52,639-52.9% | $185,117-86.6% | $62,292-60.2% |
| Participation rate | 50.9% | 63.9%-13.0pp | 77.3%-26.4pp | 69.5%-18.6pp |
| Annual return | 16.72% | 19.57%-2.9pp | 40.50%-23.8pp | 28.90%-12.2pp |
| Employer contribution / active EE | $254 | $1,483-82.8% | $4,182-93.9% | $2,042-87.5% |
| Participant deferral / active EE | $2,019 | $3,097-34.8% | $5,045-60.0% | $3,169-36.3% |
| Admin fee / account holder | $22 | $374-94.0% | $8,159-99.7% | $479-95.4% |