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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $23,589 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $22,996 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,915 | $65,061-64.8% | $143,757-84.1% | $66,914-65.8% |
| Participation rate | 96.9% | 65.2%+31.8pp | 80.3%+16.6pp | 69.8%+27.1pp |
| Annual return | -15.62% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,373 | $2,361-41.9% | $4,951-72.3% | $2,544-46.1% |
| Participant deferral / active EE | $3,209 | $2,919+9.9% | $5,637-43.1% | $4,237-24.3% |
| Admin fee / account holder | $262 | $502-47.8% | $14,673-98.2% | $593-55.8% |