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 | $14,844 |
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $11,683 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,640 | $23,385+26.7% | $69,182-57.2% | $57,658-48.6% |
| Participation rate | 26.7% | 37.9%-11.2pp | 55.1%-28.4pp | 70.2%-43.5pp |
| Annual return | 9.38% | -659.34%+668.7pp | -21.93%+31.3pp | 5.13%+4.2pp |
| Employer contribution / active EE | $204 | $422-51.7% | $1,206-83.1% | $1,974-89.7% |
| Participant deferral / active EE | $566 | $843-32.9% | $1,897-70.2% | $3,061-81.5% |
| Admin fee / account holder | $186 | $82+125.9% | $2,697-93.1% | $95+96.2% |