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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,229 | $44,984+62.8% | $85,009-13.9% | $74,546-1.8% |
| Participation rate | 61.3% | 49.4%+11.9pp | 67.5%-6.3pp | 67.2%-6.0pp |
| Annual return | 11.14% | 26.25%-15.1pp | 66.47%-55.3pp | 1366.03%-1354.9pp |
| Employer contribution / active EE | $1,615 | $1,458+10.7% | $2,728-40.8% | $2,624-38.5% |
| Participant deferral / active EE | $4,095 | $2,733+49.8% | $4,522-9.4% | $4,347-5.8% |
| Admin fee / account holder | $302 | $2,208-86.3% | $6,153-95.1% | $1,944-84.4% |