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 28 · EIN 20-4553256 | Investment Management | $32,031 |
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $25,048 |
CHARLES SCHWAB & CO., INC.6 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Filed as: CHARLES SCHWAB & CO.INC. AND AFFIL Service code 59 | 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,735 | $53,165-14.0% | $86,188-46.9% | $74,419-38.5% |
| Participation rate | 83.9% | 64.9%+19.1pp | 69.0%+15.0pp | 70.7%+13.2pp |
| Annual return | 12.52% | 22.64%-10.1pp | 1168.45%-1155.9pp | 34.38%-21.9pp |
| Employer contribution / active EE | $638 | $1,210-47.3% | $2,380-73.2% | $2,637-75.8% |
| Participant deferral / active EE | $4,825 | $3,234+49.2% | $3,985+21.1% | $4,528+6.6% |
| Admin fee / account holder | $160 | $551-71.0% | $6,852-97.7% | $348-54.0% |