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 LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $29,150 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,443 |
DUFEK & COMPANY LLC9+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $8,500 |
ADP BROKER-DEALER9+ 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.)
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 | $186,023 | $91,407+103.5% | $135,903+36.9% | $71,457+160.3% |
| Participation rate | 94.0% | 75.7%+18.3pp | 81.9%+12.1pp | 67.9%+26.1pp |
| Annual return | 18.60% | 29.90%-11.3pp | 68.23%-49.6pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,696 | $3,703-27.2% | $4,856-44.5% | $2,588+4.2% |
| Participant deferral / active EE | $10,948 | $7,092+54.4% | $7,758+41.1% | $4,289+155.3% |
| Admin fee / account holder | $332 | $1,266-73.8% | $10,762-96.9% | $1,587-79.1% |