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 LLC6+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 61-1740806 | Advisory (Plan) | $38,533 |
Service code 13 · EIN 43-1021898 | Contract Administrator | $34,231 |
Filed as: MASSMUTUAL Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,954 |
Filed as: COMPENSATION BENEFIT PLANNING INC Service code 14 · EIN 43-1021898 | Plan Administrator | $6,711 |
Filed as: COMPENSATION BENEFIT PLANNING Service code 14 · EIN 43-1021898 | Plan Administrator | $682 |
AMERICAN CENTURY4 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS4 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA4 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $0 |
DWS FUNDS3 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,947 | $64,286-36.3% | $90,951-55.0% | $73,409-44.2% |
| Participation rate | 80.1% | 63.6%+16.5pp | 69.0%+11.1pp | 72.2%+7.9pp |
| Annual return | 18.49% | 21.45%-3.0pp | 134.60%-116.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $928 | $895+3.8% | $2,122-56.3% | $2,234-58.4% |
| Participant deferral / active EE | $3,645 | $2,453+48.6% | $3,373+8.1% | $3,805-4.2% |
| Admin fee / account holder | $186 | $287-35.3% | $5,959-96.9% | $158+17.6% |