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 |
|---|---|---|
TIAA3+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,676 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $14,649 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $45,906 | $57,976-20.8% | $62,995-27.1% | $62,292-26.3% |
| Participation rate | 95.6% | 75.9%+19.7pp | 74.8%+20.8pp | 69.5%+26.1pp |
| Annual return | 12.85% | 17.54%-4.7pp | 87.57%-74.7pp | 28.90%-16.0pp |
| Employer contribution / active EE | $1,523 | $2,415-36.9% | $2,759-44.8% | $2,042-25.4% |
| Participant deferral / active EE | $1,360 | $2,956-54.0% | $3,329-59.1% | $3,169-57.1% |
| Admin fee / account holder | $72 | $276-73.9% | $3,600-98.0% | $479-85.0% |