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 LLC2 years Filed as: MARINER WEALTH ADVISORS ST LOUIS Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $40,377 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $23,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,285 | $101,317+7.9% | $146,958-25.6% | $74,495+46.7% |
| Participation rate | 85.2% | 75.5%+9.7pp | 82.2%+3.0pp | 67.2%+18.0pp |
| Annual return | 14.55% | 8730.91%-8716.4pp | 418.34%-403.8pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,832 | $3,810+0.6% | $4,933-22.3% | $2,623+46.1% |
| Participant deferral / active EE | $8,371 | $7,303+14.6% | $8,070+3.7% | $4,346+92.6% |
| Admin fee / account holder | $374 | $1,739-78.5% | $12,998-97.1% | $1,942-80.8% |