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 RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $32,708 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $8,670 |
DUFEK & COMPANY LLC5+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $7,250 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $156,975 | $89,652+75.1% | $141,162+11.2% | $65,185+140.8% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.5%+11.4pp | 70.2%+23.7pp |
| Annual return | 23.49% | 32.79%-9.3pp | 71.39%-47.9pp | 29.38%-5.9pp |
| Employer contribution / active EE | $2,340 | $3,065-23.6% | $4,735-50.6% | $2,177+7.5% |
| Participant deferral / active EE | $9,241 | $5,691+62.4% | $6,709+37.7% | $3,514+163.0% |
| Admin fee / account holder | $345 | $569-39.4% | $10,261-96.6% | $847-59.3% |