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 28 · EIN 20-4553256 | Investment Management | $31,506 |
CHARLES SCHWAB & CO., INC.4 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $30,272 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO AND AFFILIATES Service code 59 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.5 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,554 | $42,353+2.8% | $79,550-45.2% | $64,808-32.8% |
| Participation rate | 82.7% | 64.8%+18.0pp | 69.5%+13.2pp | 71.5%+11.3pp |
| Annual return | -14.17% | -12.24%-1.9pp | 0.16%-14.3pp | 32.82%-47.0pp |
| Employer contribution / active EE | $623 | $1,181-47.2% | $2,413-74.2% | $2,506-75.1% |
| Participant deferral / active EE | $4,636 | $3,170+46.2% | $3,985+16.3% | $4,310+7.6% |
| Admin fee / account holder | $193 | $160+20.8% | $6,832-97.2% | $188+2.7% |