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 LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $50,767 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $6,186 |
ADP BROKER-DEALER10+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,620 | $101,317-12.5% | $146,958-39.7% | $74,495+19.0% |
| Participation rate | 92.5% | 75.5%+16.9pp | 82.2%+10.3pp | 67.2%+25.3pp |
| Annual return | 13.91% | 8730.91%-8717.0pp | 418.34%-404.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,660 | $3,810-56.4% | $4,933-66.3% | $2,623-36.7% |
| Participant deferral / active EE | $7,315 | $7,303+0.2% | $8,070-9.4% | $4,346+68.3% |
| Admin fee / account holder | $219 | $1,739-87.4% | $12,998-98.3% | $1,942-88.7% |