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 LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $31,934 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $19,721 |
DUFEK & COMPANY LLC10+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $6,375 |
ADP BROKER-DEALER10+ 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 | $205,628 | $101,317+103.0% | $146,958+39.9% | $74,495+176.0% |
| Participation rate | 92.6% | 75.5%+17.0pp | 82.2%+10.4pp | 67.2%+25.4pp |
| Annual return | 14.05% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,120 | $3,810-70.6% | $4,933-77.3% | $2,623-57.3% |
| Participant deferral / active EE | $11,173 | $7,303+53.0% | $8,070+38.5% | $4,346+157.1% |
| Admin fee / account holder | $362 | $1,739-79.2% | $12,998-97.2% | $1,942-81.3% |