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 LLC7+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $34,410 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $17,017 |
DUFEK & COMPANY LLC7+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $5,437 |
ADP BROKER-DEALER7+ 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,608 | $104,475+114.0% | $159,436+40.2% | $79,386+181.7% |
| Participation rate | 87.8% | 76.6%+11.2pp | 82.8%+5.0pp | 70.7%+17.1pp |
| Annual return | 17.32% | 67.95%-50.6pp | 263.57%-246.3pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,298 | $3,417-32.8% | $4,829-52.4% | $2,427-5.3% |
| Participant deferral / active EE | $9,707 | $6,467+50.1% | $7,352+32.0% | $4,046+139.9% |
| Admin fee / account holder | $373 | $711-47.6% | $10,799-96.5% | $626-40.5% |