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 LLC6 years Filed as: MARINER WEALTH ADVISORS Service code 16 · EIN 20-4553256 | Consulting | $50,499 |
STRATEGIC ADVISORS, INC.6 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $46,853 |
BAHL & GAYNOR9+ years Filed as: BAHL AND GAYNOR Service code 16 · EIN 31-1297139 | Consulting | $27,571 |
HORAN SECURITIES INC9+ years Filed as: HORAN SECURITIES Service code 16 · EIN 31-1448612 | Consulting | $26,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$181,585 |
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 | $195,574 | $107,459+82.0% | $135,903+43.9% | $80,160+144.0% |
| Participation rate | 96.5% | 78.0%+18.5pp | 81.9%+14.6pp | 72.9%+23.6pp |
| Annual return | 22.94% | 91.91%-69.0pp | 68.23%-45.3pp | 40.38%-17.4pp |
| Employer contribution / active EE | $9,613 | $3,877+147.9% | $4,856+98.0% | $2,978+222.8% |
| Participant deferral / active EE | $9,527 | $8,195+16.3% | $7,758+22.8% | $5,017+89.9% |
| Admin fee / account holder | $319 | $127+151.4% | $10,762-97.0% | $145+120.2% |