Filed February 14, 2022
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 WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $20,933 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $20,782 |
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 | $20,400 | $61,156-66.6% | $185,823-89.0% | $79,386-74.3% |
| Participation rate | 98.7% | 66.6%+32.1pp | 81.7%+17.0pp | 70.7%+28.0pp |
| Annual return | 32.28% | 19.45%+12.8pp | 122.05%-89.8pp | 116.85%-84.6pp |
| Employer contribution / active EE | $1,222 | $2,321-47.4% | $5,167-76.4% | $2,427-49.7% |
| Participant deferral / active EE | $2,783 | $2,789-0.2% | $5,568-50.0% | $4,046-31.2% |
| Admin fee / account holder | $198 | $710-72.0% | $16,237-98.8% | $626-68.3% |