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 LLC8 years Filed as: MARINER WEALTH ADVISORS LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $21,164 |
TIAA3 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,476 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $61,802 | $69,763-11.4% | $67,502-8.4% | $74,495-17.0% |
| Participation rate | 96.9% | 71.4%+25.5pp | 72.9%+24.0pp | 67.2%+29.6pp |
| Annual return | 10.77% | -40.34%+51.1pp | 3512.12%-3501.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $1,661 | $2,704-38.6% | $2,731-39.2% | $2,623-36.7% |
| Participant deferral / active EE | $1,578 | $3,636-56.6% | $4,000-60.6% | $4,346-63.7% |
| Admin fee / account holder | $101 | $896-88.8% | $3,998-97.5% | $1,942-94.8% |