See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $53,733 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $14,450 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,209 | $93,131-11.7% | $106,548-22.8% | $86,799-5.3% |
| Participation rate | 83.9% | 81.4%+2.5pp | 76.1%+7.8pp | 72.3%+11.6pp |
| Annual return | 13.94% | 19.45%-5.5pp | 26.80%-12.9pp | 97.91%-84.0pp |
| Employer contribution / active EE | $1,338 | $2,895-53.8% | $2,819-52.5% | $2,405-44.4% |
| Participant deferral / active EE | $3,413 | $4,708-27.5% | $4,398-22.4% | $4,131-17.4% |
| Admin fee / account holder | $95 | $145-34.4% | $7,407-98.7% | $170-43.8% |