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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $56,252 |
MARINER LLC3 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $14,450 |
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 | $78,714 | $85,135-7.5% | $98,907-20.4% | $73,409+7.2% |
| Participation rate | 84.3% | 81.1%+3.2pp | 76.0%+8.3pp | 72.2%+12.2pp |
| Annual return | 18.61% | 19.14%-0.5pp | 196.43%-177.8pp | 59.29%-40.7pp |
| Employer contribution / active EE | $1,291 | $2,721-52.6% | $2,689-52.0% | $2,234-42.2% |
| Participant deferral / active EE | $3,246 | $4,349-25.4% | $4,244-23.5% | $3,805-14.7% |
| Admin fee / account holder | $103 | $139-25.9% | $6,642-98.4% | $158-34.6% |