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 | $55,670 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,088 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,218 | $81,908-22.8% | $90,749-30.3% | $64,808-2.5% |
| Participation rate | 92.6% | 80.5%+12.1pp | 75.7%+16.9pp | 71.5%+21.1pp |
| Annual return | -16.02% | -12.53%-3.5pp | -12.16%-3.9pp | 32.82%-48.8pp |
| Employer contribution / active EE | $1,485 | $3,065-51.6% | $2,921-49.2% | $2,506-40.8% |
| Participant deferral / active EE | $3,874 | $4,840-20.0% | $4,564-15.1% | $4,310-10.1% |
| Admin fee / account holder | $92 | $157-41.8% | $8,445-98.9% | $188-51.3% |