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+ years Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 47-0832568 | Advisory (Plan) | $33,709 |
BENEFITS PLANS INC1+ years Filed as: BENEFITS PLANS, INC. Service code 13 · EIN 50-7665888 | Contract Administrator | $20,600 |
MARINER LLC1+ years Filed as: MARINER WEALTH ADVISORS LLC Service code 28 · EIN 20-4553256 | Investment Management | $20,475 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,597 |
UNITED OF OMAHA1+ years Service code 15 · EIN 47-0322111 | Recordkeeping | $10,903 |
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 | $53,755 | $33,745+59.3% | $64,105-16.1% | $55,191-2.6% |
| Participation rate | 78.0% | 59.4%+18.6pp | 68.2%+9.8pp | 69.2%+8.8pp |
| Annual return | 1.56% | 4.95%-3.4pp | 791.24%-789.7pp | 10.78%-9.2pp |
| Employer contribution / active EE | $1,413 | $641+120.5% | $1,820-22.3% | $1,899-25.6% |
| Participant deferral / active EE | $3,851 | $1,929+99.6% | $2,822+36.5% | $3,046+26.4% |
| Admin fee / account holder | $16 | $94-82.8% | $4,499-99.6% | $91-82.1% |