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.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC1 year Filed as: MARINER RETIREMENT ADVISOR LLC Service code 99 | Other Fees | $30,044 |
ERP ACTIRARIES INSUR & ANNUITY CO.1 year Service code 49 | Other Services | $5,763 |
ERP ACTURARIES & CONSILTANTS INC1 year Service code 49 135 PINELAWN RD SUITE 240 · MELVILLE, NY 11747 | Other Services | $0 |
MARINER LLC2+ years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 99 · EIN 61-1740806 | Other Fees | $0 |
Filed as: VOYA Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,886 | $109,881-15.5% | $150,045-38.1% | $84,808+9.5% |
| Participation rate | 95.8% | 76.1%+19.7pp | 82.3%+13.5pp | 68.3%+27.5pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,243 | $3,561-37.0% | $4,693-52.2% | $2,631-14.8% |
| Participant deferral / active EE | $4,764 | $6,636-28.2% | $7,997-40.4% | $4,212+13.1% |
| Admin fee / account holder | $49 | $8,568-99.4% | $13,435-99.6% | $7,344-99.3% |