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 8-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 LLC1 year Filed as: MARINER RETIREMENT ADVISORS Service code 50 · EIN 61-1740806 | Direct Payment | $31,855 |
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 | $64,597 | $56,629+14.1% | $77,999-17.2% | $55,167+17.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 10.03% | 2866.98%-2856.9pp | 425.96%-415.9pp | 169.23%-159.2pp |
| Employer contribution / active EE | $2,756 | $1,723+60.0% | $2,470+11.6% | $1,963+40.4% |
| Participant deferral / active EE | $5,149 | $2,777+85.4% | $3,497+47.3% | $3,054+68.6% |
| Admin fee / account holder | $118 | $467-74.8% | $5,480-97.9% | $504-76.7% |