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 LLC5 years Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 87-1928698 | Advisory (Participants) | $55,948 |
PEASE & ASSOCIATES, LLC1 year Filed as: PEASE BELL CPA'S Service code 10 · EIN 36-4267431 | Accounting | $20,365 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,400 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,886 | $92,090-19.8% | $106,201-30.4% | $77,671-4.9% |
| Participation rate | 71.7% | 81.0%-9.4pp | 75.3%-3.6pp | 70.6%+1.1pp |
| Annual return | 18.38% | 17.89%+0.5pp | 116.26%-97.9pp | 31.21%-12.8pp |
| Employer contribution / active EE | $1,488 | $3,368-55.8% | $3,170-53.0% | $2,726-45.4% |
| Participant deferral / active EE | $3,980 | $5,386-26.1% | $5,012-20.6% | $4,648-14.4% |
| Admin fee / account holder | $241 | $219+10.0% | $11,039-97.8% | $430-44.0% |