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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $36,958 |
MARINER LLC2 years Filed as: MARINER PLATFORM SOLUTION Service code 16 · EIN 84-3582920 | Consulting | $21,677 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,232 | $80,724-27.9% | $103,333-43.6% | $74,495-21.8% |
| Participation rate | 48.1% | 65.7%-17.6pp | 74.5%-26.4pp | 67.2%-19.1pp |
| Annual return | 14.72% | 27.56%-12.8pp | 24.88%-10.2pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,304 | $3,157-58.7% | $3,868-66.3% | $2,623-50.3% |
| Participant deferral / active EE | $2,479 | $3,860-35.8% | $5,057-51.0% | $4,346-43.0% |
| Admin fee / account holder | $258 | $2,368-89.1% | $8,355-96.9% | $1,942-86.7% |