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 | $21,934 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $20,283 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,512 | $61,272-61.6% | $149,673-84.3% | $71,457-67.1% |
| Participation rate | 94.0% | 62.5%+31.5pp | 78.8%+15.2pp | 67.9%+26.0pp |
| Annual return | 13.02% | 35.85%-22.8pp | 134.42%-121.4pp | 28.85%-15.8pp |
| Employer contribution / active EE | $1,456 | $2,378-38.8% | $4,818-69.8% | $2,588-43.7% |
| Participant deferral / active EE | $3,523 | $2,917+20.8% | $5,680-38.0% | $4,289-17.9% |
| Admin fee / account holder | $235 | $1,261-81.4% | $13,210-98.2% | $1,587-85.2% |