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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,037 |
MARINER LLC5+ years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 5700 W 12TH STREET, SUITE 100 · OVERLAND, KS 662112729 | Advisory (Plan) | $12,063 |
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 | $26,987 | $49,227-45.2% | $70,449-61.7% | $79,858-66.2% |
| Participation rate | 98.9% | 69.2%+29.8pp | 75.1%+23.9pp | 69.6%+29.3pp |
| Annual return | 12.04% | 30.06%-18.0pp | 109.03%-97.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $442 | $2,099-79.0% | $2,737-83.9% | $2,471-82.1% |
| Participant deferral / active EE | $2,035 | $2,768-26.5% | $3,709-45.1% | $3,740-45.6% |
| Admin fee / account holder | $56 | $2,878-98.0% | $3,845-98.5% | $5,306-98.9% |