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 LLC5 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $39,146 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,941 |
Service code 10 · EIN 48-1246310 | Accounting | $11,350 |
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 | $106,345 | $84,556+25.8% | $116,228-8.5% | $74,304+43.1% |
| Participation rate | 94.9% | 66.0%+28.9pp | 74.6%+20.3pp | 60.3%+34.5pp |
| Annual return | 6.38% | 18.35%-12.0pp | 90.06%-83.7pp | 29.43%-23.1pp |
| Employer contribution / active EE | $3,509 | $2,168+61.9% | $2,994+17.2% | $2,241+56.6% |
| Participant deferral / active EE | $7,478 | $3,814+96.0% | $4,953+51.0% | $3,767+98.5% |
| Admin fee / account holder | $443 | $3,792-88.3% | $11,989-96.3% | $2,969-85.1% |