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 Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $43,354 |
ADP BROKER-DEALER5+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,035 |
ADP BROKER-DEALER5+ 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 | $44,397 | $89,652-50.5% | $141,162-68.5% | $65,185-31.9% |
| Participation rate | 90.7% | 74.7%+16.0pp | 82.5%+8.2pp | 70.2%+20.5pp |
| Annual return | 25.85% | 32.79%-6.9pp | 71.39%-45.5pp | 29.38%-3.5pp |
| Employer contribution / active EE | $1,030 | $3,065-66.4% | $4,735-78.2% | $2,177-52.7% |
| Participant deferral / active EE | $4,664 | $5,691-18.0% | $6,709-30.5% | $3,514+32.7% |
| Admin fee / account holder | $204 | $569-64.0% | $10,261-98.0% | $847-75.9% |