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 WEALTH ADVISORS Service code 16 · EIN 20-4553256 | Consulting | $34,486 |
BAHL & GAYNOR6+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $28,905 |
ARGI INVESTMENT SERVICES LLC6+ years Filed as: ARGI INVESTMENT SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $22,125 |
HORAN SECURITIES INC6+ years Filed as: HORAN SECURITIES Service code 16 · EIN 31-1448612 | Consulting | $19,500 |
Filed as: RIVERPOINT CAPITAL MANAGEMENT LLC, Service code 16 · EIN 31-1471846 | Consulting | $16,279 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$100,769 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported that benefits due were not provided when due.
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 | $202,566 | $127,481+58.9% | $149,696+35.3% | $90,288+124.4% |
| Participation rate | 91.7% | 78.2%+13.4pp | 82.5%+9.2pp | 73.4%+18.3pp |
| Annual return | 18.59% | 57.78%-39.2pp | 276.60%-258.0pp | 53.97%-35.4pp |
| Employer contribution / active EE | $8,499 | $3,448+146.5% | $4,644+83.0% | $2,524+236.7% |
| Participant deferral / active EE | $7,582 | $6,975+8.7% | $6,842+10.8% | $4,232+79.1% |
| Admin fee / account holder | $330 | $152+117.6% | $9,309-96.5% | $114+189.3% |