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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $27,288 |
MARINER LLC1 year Filed as: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $19,052 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $18,922 |
A.C. EVANS LLC4 years Service code 15 · EIN 26-3421158 | Recordkeeping | $13,975 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,886 | $87,870+120.7% | $113,168+71.3% | $74,304+160.9% |
| Participation rate | 98.9% | 70.7%+28.2pp | 76.6%+22.4pp | 60.3%+38.6pp |
| Annual return | 15.92% | 26.44%-10.5pp | 24.27%-8.4pp | 29.43%-13.5pp |
| Employer contribution / active EE | $8,108 | $2,277+256.1% | $2,975+172.5% | $2,241+261.8% |
| Participant deferral / active EE | $7,730 | $4,241+82.3% | $5,107+51.4% | $3,767+105.2% |
| Admin fee / account holder | $369 | $3,368-89.1% | $12,068-96.9% | $2,969-87.6% |