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 WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Plan) | $8,895 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $8,657 |
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 | $22,980 | $57,976-60.4% | $62,995-63.5% | $62,292-63.1% |
| Participation rate | 99.1% | 75.9%+23.2pp | 74.8%+24.3pp | 69.5%+29.6pp |
| Annual return | 12.25% | 17.54%-5.3pp | 87.57%-75.3pp | 28.90%-16.6pp |
| Employer contribution / active EE | $1,496 | $2,415-38.1% | $2,759-45.8% | $2,042-26.8% |
| Participant deferral / active EE | $1,893 | $2,956-36.0% | $3,329-43.2% | $3,169-40.3% |
| Admin fee / account holder | $36 | $276-86.9% | $3,600-99.0% | $479-92.5% |