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 LLC4 years Filed as: MARINER WEALTH ADVISORS Service code 16 · EIN 20-4553256 | Consulting | $42,505 |
HORAN SECURITIES INC7+ years Filed as: HORAN SECURITIES Service code 16 · EIN 31-1448612 | Consulting | $32,500 |
BAHL & GAYNOR7+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $29,170 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $23,859 |
ARGI INVESTMENT SERVICES LLC7+ years Filed as: ARGI INVESTMENT SERVICES, LLC Service code 16 · EIN 27-1003080 | Consulting | $20,793 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$170,439 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,352 | $120,450+81.3% | $159,436+37.0% | $93,030+134.7% |
| Participation rate | 95.7% | 78.0%+17.7pp | 82.8%+12.9pp | 73.9%+21.8pp |
| Annual return | 25.44% | 27.11%-1.7pp | 263.57%-238.1pp | 158.70%-133.3pp |
| Employer contribution / active EE | $9,264 | $3,526+162.8% | $4,829+91.8% | $2,706+242.4% |
| Participant deferral / active EE | $8,382 | $7,283+15.1% | $7,352+14.0% | $4,562+83.7% |
| Admin fee / account holder | $338 | $137+147.1% | $10,799-96.9% | $152+122.8% |