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 LLC2+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $21,011 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,085 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
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 | $111,598 | $78,705+41.8% | $117,854-5.3% | $70,131+59.1% |
| Participation rate | 93.4% | 73.2%+20.2pp | 79.7%+13.7pp | 69.5%+23.9pp |
| Annual return | 18.35% | 23.30%-5.0pp | 335.08%-316.7pp | 73.14%-54.8pp |
| Employer contribution / active EE | $906 | $2,223-59.2% | $3,786-76.1% | $2,342-61.3% |
| Participant deferral / active EE | $4,400 | $3,297+33.4% | $4,482-1.8% | $3,332+32.1% |
| Admin fee / account holder | $254 | $5,065-95.0% | $8,020-96.8% | $4,645-94.5% |