See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC7 years Filed as: MARINER WEALTH ADVISORS Service code 28 · EIN 80-0861455 | Investment Management | $59,726 |
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 | $94,826 | $102,317-7.3% | $146,958-35.5% | $80,856+17.3% |
| Participation rate | 88.9% | 75.8%+13.1pp | 82.2%+6.7pp | 67.6%+21.3pp |
| Annual return | 10.37% | 134.76%-124.4pp | 418.34%-408.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $5,295 | $3,713+42.6% | $4,933+7.3% | $2,755+92.2% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $453 | $7,941-94.3% | $12,998-96.5% | $6,918-93.5% |