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 |
|---|---|---|
TIAA4+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,730 |
MARINER LLC4+ years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 4200 W 115TH ST SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Plan) | $12,314 |
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 | $24,606 | $60,795-59.5% | $69,455-64.6% | $65,185-62.3% |
| Participation rate | 98.1% | 74.9%+23.2pp | 74.6%+23.5pp | 70.2%+27.9pp |
| Annual return | 15.54% | 17.46%-1.9pp | 28.97%-13.4pp | 29.38%-13.8pp |
| Employer contribution / active EE | $1,504 | $2,452-38.7% | $2,779-45.9% | $2,177-30.9% |
| Participant deferral / active EE | $2,030 | $3,162-35.8% | $3,535-42.6% | $3,514-42.2% |
| Admin fee / account holder | $58 | $314-81.6% | $3,839-98.5% | $847-93.2% |