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 LLC6 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $17,800 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,240 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 220 SOUTH 6TH ST · MINNEAPOLIS, MN 554021418 | Accounting | $11,477 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,520 | $60,989-15.5% | $60,874-15.4% | $66,914-23.0% |
| Participation rate | 91.6% | 74.5%+17.1pp | 73.1%+18.5pp | 69.8%+21.8pp |
| Annual return | -11.74% | -9.60%-2.1pp | 16.90%-28.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,573 | $2,661-40.9% | $2,701-41.8% | $2,544-38.2% |
| Participant deferral / active EE | $1,618 | $3,615-55.3% | $3,817-57.6% | $4,237-61.8% |
| Admin fee / account holder | $112 | $338-67.0% | $3,224-96.5% | $593-81.2% |