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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,434 |
MARINER LLC4 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) | $30,157 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,465 | $69,763-0.4% | $67,502+2.9% | $74,495-6.8% |
| Participation rate | 86.8% | 71.4%+15.5pp | 72.9%+13.9pp | 67.2%+19.6pp |
| Annual return | 12.44% | -40.34%+52.8pp | 3512.12%-3499.7pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $4,694 | $2,704+73.6% | $2,731+71.9% | $2,623+79.0% |
| Participant deferral / active EE | $1,807 | $3,636-50.3% | $4,000-54.8% | $4,346-58.4% |
| Admin fee / account holder | $253 | $896-71.8% | $3,998-93.7% | $1,942-87.0% |