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 Service code 28 · EIN 80-0861455 | Investment Management | $47,561 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,048 | $89,355+7.5% | $141,162-32.0% | $72,985+31.6% |
| Participation rate | 94.9% | 75.1%+19.8pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 18.58% | 111.85%-93.3pp | 71.39%-52.8pp | 81.00%-62.4pp |
| Employer contribution / active EE | $4,132 | $3,114+32.7% | $4,735-12.7% | $2,440+69.4% |
| Participant deferral / active EE | $0 | $5,418-100.0% | $6,709-100.0% | $3,607-100.0% |
| Admin fee / account holder | $472 | $5,958-92.1% | $10,261-95.4% | $5,124-90.8% |