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 LLC2 years Filed as: MARINER RETIREMENT ADVISORS Service code 26 · EIN 61-1740806 | Advisory (Participants) | $25,429 |
Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 26 · EIN 52-1396995 | Advisory (Participants) | $5,677 |
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 | $59,661 | $63,299-5.7% | $91,001-34.4% | $62,292-4.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 13.63% | 20.99%-7.4pp | 4.60%+9.0pp | 28.90%-15.3pp |
| Employer contribution / active EE | $2,613 | $1,807+44.6% | $2,456+6.4% | $2,042+27.9% |
| Participant deferral / active EE | $4,915 | $2,943+67.0% | $3,547+38.6% | $3,169+55.1% |
| Admin fee / account holder | $108 | $468-77.0% | $5,417-98.0% | $479-77.5% |