Filed November 23, 2021
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 LLC2+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $17,637 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,683 |
ADP BROKER-DEALER2+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,716 | $60,165-19.0% | $74,183-34.3% | $55,167-11.7% |
| Participation rate | 82.6% | 74.2%+8.5pp | 76.6%+6.0pp | 69.0%+13.6pp |
| Annual return | 11.02% | 10.00%+1.0pp | 17.74%-6.7pp | 169.23%-158.2pp |
| Employer contribution / active EE | $530 | $1,600-66.9% | $2,370-77.6% | $1,963-73.0% |
| Participant deferral / active EE | $2,007 | $2,973-32.5% | $3,550-43.5% | $3,054-34.3% |
| Admin fee / account holder | $122 | $419-71.0% | $5,586-97.8% | $504-75.9% |