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 |
|---|---|---|
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 27 5700 W 12TH ST SUITE 500 SUITE 100 · OVERLAND PARK, KS 662112729 | Advisory (Plan) | $15,702 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 730 THIRD AVENUE · NEW YORK, NY 100173206 | Recordkeeping | $15,702 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,546 | $60,795-2.1% | $69,455-14.3% | $65,185-8.7% |
| Participation rate | 86.5% | 74.9%+11.7pp | 74.6%+11.9pp | 70.2%+16.3pp |
| Annual return | 15.61% | 17.46%-1.8pp | 28.97%-13.4pp | 29.38%-13.8pp |
| Employer contribution / active EE | $344 | $2,452-86.0% | $2,779-87.6% | $2,177-84.2% |
| Participant deferral / active EE | $1,718 | $3,162-45.7% | $3,535-51.4% | $3,514-51.1% |
| Admin fee / account holder | $72 | $314-77.2% | $3,839-98.1% | $847-91.6% |