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 LLC4+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $25,375 |
DUFEK & COMPANY LLC4+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $6,750 |
ADP BROKER-DEALER4+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $788 |
ADP BROKER-DEALER4+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,641 | $73,102+67.8% | $123,544-0.7% | $56,287+117.9% |
| Participation rate | 94.9% | 74.3%+20.6pp | 82.3%+12.6pp | 69.9%+25.1pp |
| Annual return | -5.51% | 3.01%-8.5pp | 119.20%-124.7pp | -9.96%+4.5pp |
| Employer contribution / active EE | $2,010 | $2,977-32.5% | $4,628-56.6% | $2,111-4.8% |
| Participant deferral / active EE | $8,325 | $5,423+53.5% | $6,426+29.6% | $3,350+148.5% |
| Admin fee / account holder | $229 | $554-58.7% | $9,284-97.5% | $521-56.1% |