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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $15,261 |
MARINER LLC2 years Filed as: MARINER RETIREMENT ADVISORS Service code 26 · EIN 61-1740806 | Advisory (Participants) | $8,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,704 | $55,453-60.9% | $170,442-87.3% | $62,292-65.2% |
| Participation rate | 38.1% | 66.4%-28.3pp | 83.6%-45.5pp | 69.5%-31.4pp |
| Annual return | 25.48% | 21.38%+4.1pp | 205.93%-180.4pp | 28.90%-3.4pp |
| Employer contribution / active EE | $690 | $2,164-68.1% | $5,433-87.3% | $2,042-66.2% |
| Participant deferral / active EE | $2,365 | $2,303+2.7% | $4,939-52.1% | $3,169-25.4% |
| Admin fee / account holder | $173 | $455-61.9% | $13,880-98.8% | $479-63.8% |