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 LLC7 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 4200 W 115TH ST, SUITE 100 · LEAWOOD, KS 662112729 | Advisory (Participants) | $18,253 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $14,602 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,845 | $65,557-10.2% | $64,056-8.1% | $71,457-17.7% |
| Participation rate | 94.3% | 73.2%+21.2pp | 72.3%+22.0pp | 67.9%+26.4pp |
| Annual return | 14.39% | 18.94%-4.5pp | 33.69%-19.3pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,562 | $2,669-41.5% | $2,747-43.1% | $2,588-39.6% |
| Participant deferral / active EE | $1,439 | $3,626-60.3% | $3,880-62.9% | $4,289-66.4% |
| Admin fee / account holder | $87 | $616-85.9% | $3,068-97.2% | $1,587-94.5% |