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 LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $44,654 |
Filed as: COMPENSATION BENEFITS PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $42,312 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $8,714 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 14 · EIN 43-1021898 | Plan Administrator | $6,780 |
AMERICAN CENTURY5 years Service code 52 · EIN 43-0821857 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA5 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
DWS FUNDS4 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
GOLDMAN SACHS5 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,260 | $50,956-21.0% | $96,562-58.3% | $86,799-53.6% |
| Participation rate | 69.8% | 65.2%+4.5pp | 69.8%0pp | 72.3%-2.5pp |
| Annual return | 10.20% | 21.27%-11.1pp | 37.78%-27.6pp | 97.91%-87.7pp |
| Employer contribution / active EE | $1,029 | $1,111-7.4% | $2,356-56.3% | $2,405-57.2% |
| Participant deferral / active EE | $4,328 | $2,954+46.5% | $3,849+12.5% | $4,131+4.8% |
| Admin fee / account holder | $180 | $166+8.2% | $6,181-97.1% | $170+6.0% |