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 LLC2 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $24,134 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,760 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,186 | $80,753-50.2% | $136,294-70.5% | $62,292-35.5% |
| Participation rate | 90.7% | 73.5%+17.1pp | 81.9%+8.8pp | 69.5%+21.2pp |
| Annual return | 19.95% | 35.83%-15.9pp | 5155.94%-5136.0pp | 28.90%-8.9pp |
| Employer contribution / active EE | $933 | $2,884-67.7% | $4,695-80.1% | $2,042-54.3% |
| Participant deferral / active EE | $3,975 | $5,164-23.0% | $6,247-36.4% | $3,169+25.4% |
| Admin fee / account holder | $151 | $525-71.3% | $9,243-98.4% | $479-68.6% |