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 | $55,212 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,513 |
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 | $73,478 | $84,784-13.3% | $98,439-25.4% | $74,419-1.3% |
| Participation rate | 95.8% | 81.5%+14.3pp | 75.2%+20.7pp | 70.7%+25.1pp |
| Annual return | 18.40% | 20.59%-2.2pp | 21.16%-2.8pp | 34.38%-16.0pp |
| Employer contribution / active EE | $1,638 | $3,364-51.3% | $3,048-46.3% | $2,637-37.9% |
| Participant deferral / active EE | $4,121 | $5,218-21.0% | $4,738-13.0% | $4,528-9.0% |
| Admin fee / account holder | $89 | $204-56.5% | $8,948-99.0% | $348-74.5% |