Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 |
|---|---|---|
ADP BROKER-DEALER6 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,517 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $13,226 |
MARINER LLC1 year Filed as: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $13,074 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,490 | $29,051+101.3% | $52,425+11.6% | $67,986-14.0% |
| Participation rate | 42.1% | 30.4%+11.6pp | 55.6%-13.5pp | 57.2%-15.1pp |
| Annual return | 12.51% | 24.00%-11.5pp | 302.12%-289.6pp | 31.67%-19.2pp |
| Employer contribution / active EE | $488 | $412+18.5% | $914-46.6% | $2,019-75.8% |
| Participant deferral / active EE | $1,525 | $873+74.7% | $1,790-14.8% | $3,358-54.6% |
| Admin fee / account holder | $346 | $2,113-83.6% | $2,495-86.1% | $3,203-89.2% |