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 LLC9 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 28 · EIN 20-4553256 | Investment Management | $35,220 |
CHARLES SCHWAB & CO., INC.6 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833 | Recordkeeping | $26,273 |
CHARLES SCHWAB & CO., INC.7 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
CHARLES SCHWAB & CO., INC.2 years 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 | $45,329 | $54,193-16.4% | $93,606-51.6% | $77,643-41.6% |
| Participation rate | 86.1% | 63.9%+22.2pp | 68.7%+17.4pp | 70.6%+15.6pp |
| Annual return | 9.30% | 30.54%-21.2pp | 133.20%-123.9pp | 31.24%-21.9pp |
| Employer contribution / active EE | $1,022 | $1,168-12.5% | $2,420-57.8% | $2,726-62.5% |
| Participant deferral / active EE | $5,231 | $3,144+66.4% | $4,411+18.6% | $4,647+12.6% |
| Admin fee / account holder | $162 | $576-71.9% | $8,285-98.0% | $430-62.5% |