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 LLC6+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $28,082 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,528 |
DUFEK & COMPANY LLC6+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $7,250 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $193,943 | $99,957+94.0% | $149,696+29.6% | $73,488+163.9% |
| Participation rate | 95.0% | 75.7%+19.3pp | 82.5%+12.5pp | 70.7%+24.3pp |
| Annual return | 18.87% | 53.87%-35.0pp | 276.60%-257.7pp | 28.51%-9.6pp |
| Employer contribution / active EE | $2,431 | $3,191-23.8% | $4,644-47.7% | $2,270+7.1% |
| Participant deferral / active EE | $9,724 | $6,073+60.1% | $6,842+42.1% | $3,740+160.0% |
| Admin fee / account holder | $368 | $551-33.2% | $9,309-96.1% | $513-28.3% |