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 LLC3+ years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Plan) | $8,653 |
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $7,460 |
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 | $21,576 | $55,002-60.8% | $59,878-64.0% | $56,287-61.7% |
| Participation rate | 98.1% | 75.9%+22.2pp | 74.7%+23.4pp | 69.9%+28.3pp |
| Annual return | -2.52% | 1.13%-3.7pp | 3.46%-6.0pp | -9.96%+7.4pp |
| Employer contribution / active EE | $1,520 | $2,448-37.9% | $2,722-44.1% | $2,111-28.0% |
| Participant deferral / active EE | $1,961 | $3,121-37.2% | $3,402-42.4% | $3,350-41.5% |
| Admin fee / account holder | $33 | $236-85.8% | $3,590-99.1% | $521-93.6% |