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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,125 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 5700 W 12TH ST, SUITE 500 · OVERLAND PARK, KS 662112729 | Advisory (Participants) | $16,652 |
Participant 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 | $57,018 | $60,989-6.5% | $60,874-6.3% | $66,914-14.8% |
| Participation rate | 85.0% | 74.5%+10.5pp | 73.1%+11.9pp | 69.8%+15.2pp |
| Annual return | -12.32% | -9.60%-2.7pp | 16.90%-29.2pp | 1.58%-13.9pp |
| Employer contribution / active EE | $3,807 | $2,661+43.1% | $2,701+40.9% | $2,544+49.6% |
| Participant deferral / active EE | $1,311 | $3,615-63.7% | $3,817-65.6% | $4,237-69.1% |
| Admin fee / account holder | $142 | $338-58.1% | $3,224-95.6% | $593-76.1% |