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 |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $23,676 |
MARINER LLC2 years Filed as: MARINER WEALTH Service code 26 · EIN 20-4553256 5700 W 112TH STREET, SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Participants) | $9,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $32,575 | $69,763-53.3% | $67,502-51.7% | $74,495-56.3% |
| Participation rate | 52.5% | 71.4%-18.9pp | 72.9%-20.4pp | 67.2%-14.7pp |
| Annual return | 12.15% | -40.34%+52.5pp | 3512.12%-3500.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $476 | $2,704-82.4% | $2,731-82.6% | $2,623-81.9% |
| Participant deferral / active EE | $1,493 | $3,636-58.9% | $4,000-62.7% | $4,346-65.7% |
| Admin fee / account holder | $83 | $896-90.8% | $3,998-97.9% | $1,942-95.7% |