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 28 · EIN 20-4553256 | Investment Management | $34,596 |
CHARLES SCHWAB & CO., INC.3 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $32,342 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.4 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $53,630 | $50,956+5.2% | $96,562-44.5% | $86,799-38.2% |
| Participation rate | 71.3% | 65.2%+6.1pp | 69.8%+1.5pp | 72.3%-0.9pp |
| Annual return | 10.59% | 21.27%-10.7pp | 37.78%-27.2pp | 97.91%-87.3pp |
| Employer contribution / active EE | $453 | $1,111-59.2% | $2,356-80.8% | $2,405-81.2% |
| Participant deferral / active EE | $3,291 | $2,954+11.4% | $3,849-14.5% | $4,131-20.3% |
| Admin fee / account holder | $223 | $166+34.1% | $6,181-96.4% | $170+31.3% |