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 LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $24,414 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,111 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,639 | $104,475-15.2% | $159,436-44.4% | $79,386+11.7% |
| Participation rate | 72.3% | 76.6%-4.3pp | 82.8%-10.5pp | 70.7%+1.6pp |
| Annual return | 22.89% | 67.95%-45.1pp | 263.57%-240.7pp | 116.85%-94.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $4,111 | $6,467-36.4% | $7,352-44.1% | $4,046+1.6% |
| Admin fee / account holder | $281 | $711-60.5% | $10,799-97.4% | $626-55.1% |