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 |
|---|---|---|
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,490 | $31,310+86.8% | $53,898+8.5% | $74,304-21.3% |
| Participation rate | 42.1% | 30.7%+11.4pp | 55.0%-12.9pp | 60.3%-18.3pp |
| Annual return | 12.51% | 23.16%-10.6pp | 528.60%-516.1pp | 29.43%-16.9pp |
| Employer contribution / active EE | $488 | $450+8.5% | $932-47.6% | $2,241-78.2% |
| Participant deferral / active EE | $1,525 | $934+63.2% | $1,826-16.5% | $3,767-59.5% |
| Admin fee / account holder | $346 | $2,175-84.1% | $2,491-86.1% | $2,969-88.3% |