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: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $16,974 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $16,889 |
ADP BROKER-DEALER11+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $16,219 |
DUFEK & COMPANY LLC11+ years Service code 15 · EIN 27-1515696 | Recordkeeping | $6,938 |
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,347 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,330 | $100,923+127.2% | $150,045+52.8% | $74,304+208.6% |
| Participation rate | 90.0% | 70.1%+19.9pp | 82.3%+7.7pp | 60.3%+29.7pp |
| Annual return | 13.76% | 51.77%-38.0pp | 62.55%-48.8pp | 29.43%-15.7pp |
| Employer contribution / active EE | $2,562 | $3,463-26.0% | $4,693-45.4% | $2,241+14.3% |
| Participant deferral / active EE | $11,218 | $6,709+67.2% | $7,997+40.3% | $3,767+197.8% |
| Admin fee / account holder | $360 | $2,767-87.0% | $13,435-97.3% | $2,969-87.9% |