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 |
|---|---|---|
PNC BANK, N.A.1 year Filed as: PNC BANK NATIONAL ASSOCIATION Service code 99 · EIN 22-1146430 | Other Fees | $15,433 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 99 · EIN 61-1740806 | Other Fees | $9,648 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,733 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,236 | $52,406-30.9% | $129,207-72.0% | $74,495-51.4% |
| Participation rate | 93.4% | 53.8%+39.6pp | 69.6%+23.8pp | 67.2%+26.2pp |
| Annual return | 13.80% | 15.66%-1.9pp | 9417.33%-9403.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $1,806 | $1,531+18.0% | $4,153-56.5% | $2,623-31.2% |
| Participant deferral / active EE | $3,381 | $2,794+21.0% | $4,168-18.9% | $4,346-22.2% |
| Admin fee / account holder | $32 | $2,633-98.8% | $7,715-99.6% | $1,942-98.4% |