See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA1 year Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $19,571 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 12TH STREET, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $13,390 |
Employer contribution per participant 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 | $44,668 | $69,763-36.0% | $67,502-33.8% | $74,495-40.0% |
| Participation rate | 91.7% | 71.4%+20.3pp | 72.9%+18.8pp | 67.2%+24.5pp |
| Annual return | 12.07% | -40.34%+52.4pp | 3512.12%-3500.1pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $71 | $2,704-97.4% | $2,731-97.4% | $2,623-97.3% |
| Participant deferral / active EE | $1,499 | $3,636-58.8% | $4,000-62.5% | $4,346-65.5% |
| Admin fee / account holder | $53 | $896-94.1% | $3,998-98.7% | $1,942-97.3% |