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 |
|---|---|---|
TIAA6+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $21,138 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $15,099 |
LICOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
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 | $51,619 | $65,322-21.0% | $70,449-26.7% | $73,488-29.8% |
| Participation rate | 97.4% | 77.0%+20.4pp | 75.1%+22.3pp | 70.7%+26.7pp |
| Annual return | 12.46% | 15.71%-3.3pp | 109.03%-96.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $1,497 | $2,460-39.1% | $2,737-45.3% | $2,270-34.1% |
| Participant deferral / active EE | $1,445 | $3,375-57.2% | $3,709-61.0% | $3,740-61.3% |
| Admin fee / account holder | $87 | $214-59.4% | $3,845-97.7% | $513-83.1% |