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 LLC5 years Filed as: MARINER WEALTH ADVISORS Service code 16 · EIN 20-4553256 | Consulting | $53,772 |
STRATEGIC ADVISORS, INC.5 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $30,436 |
AB FUNDS1 year Filed as: ALLIANCEBERNSTEIN LP Service code 28 · EIN 13-4064930 | Investment Management | $29,868 |
BAHL & GAYNOR8+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $27,111 |
HORAN SECURITIES INC1 year Filed as: HORAN SECURITIES, INC Service code 16 · EIN 31-1448612 | Consulting | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$175,205 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,036 | $95,388+83.5% | $125,339+39.7% | $77,904+124.7% |
| Participation rate | 95.3% | 78.6%+16.7pp | 82.4%+13.0pp | 73.7%+21.7pp |
| Annual return | -16.53% | 116.19%-132.7pp | 572.05%-588.6pp | 12.21%-28.7pp |
| Employer contribution / active EE | $9,046 | $3,666+146.7% | $4,814+87.9% | $2,848+217.7% |
| Participant deferral / active EE | $9,045 | $7,711+17.3% | $7,446+21.5% | $4,806+88.2% |
| Admin fee / account holder | $327 | $119+175.4% | $10,010-96.7% | $133+146.9% |