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 LLC4 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $25,233 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,272 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $73,229 | $44,960+62.9% | $84,966-13.8% | $74,495-1.7% |
| Participation rate | 61.3% | 49.4%+11.9pp | 67.5%-6.3pp | 67.2%-6.0pp |
| Annual return | 11.14% | 26.24%-15.1pp | 66.38%-55.2pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,615 | $1,457+10.8% | $2,727-40.8% | $2,623-38.4% |
| Participant deferral / active EE | $4,095 | $2,731+50.0% | $4,519-9.4% | $4,346-5.8% |
| Admin fee / account holder | $302 | $2,209-86.3% | $6,149-95.1% | $1,942-84.4% |