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 LLC5 years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 27 4200 W. 115TH STREET · LEAWOOD, KS 66211 | Advisory (Plan) | $20,243 |
Filed as: ONEAMERICA RETIREMENT SERVICES, LLC Service code 15 · EIN 46-5378846 | Recordkeeping | $15,100 |
BMO HARRIS BANK NA7+ years Filed as: BMO HARRIS BANK, NA Service code 19 · EIN 36-2085229 | Securities Custodian | $0 |
MATRIX TRUST COMPANY1 year Service code 19 · EIN 73-3182374 | Securities Custodian | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $87,640 | $71,883+21.9% | $86,677+1.1% | $68,494+28.0% |
| Participation rate | 98.7% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | 4.13% | 3.52%+0.6pp | 35.91%-31.8pp | -7.84%+12.0pp |
| Employer contribution / active EE | $1,355 | $2,173-37.6% | $2,836-52.2% | $2,596-47.8% |
| Participant deferral / active EE | $1,817 | $3,779-51.9% | $4,656-61.0% | $4,027-54.9% |
| Admin fee / account holder | $347 | $6,112-94.3% | $7,493-95.4% | $5,403-93.6% |