See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC6 years Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 20-4553256 | Advisory (Participants) | $38,894 |
Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $18,505 |
CHARLES SCHWAB & CO., INC.2 years Service code 33 · EIN 94-1737782 | Securities brokerage; Float revenue; ... | $104 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,736 | $101,317-21.3% | $146,958-45.7% | $74,495+7.0% |
| Participation rate | 98.7% | 75.5%+23.2pp | 82.2%+16.6pp | 67.2%+31.5pp |
| Annual return | 17.37% | 8730.91%-8713.5pp | 418.34%-401.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $2,939 | $3,810-22.9% | $4,933-40.4% | $2,623+12.0% |
| Participant deferral / active EE | $6,325 | $7,303-13.4% | $8,070-21.6% | $4,346+45.6% |
| Admin fee / account holder | $273 | $1,739-84.3% | $12,998-97.9% | $1,942-85.9% |