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 | $59,862 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,725 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,031 | $92,055-14.1% | $106,213-25.6% | $77,643+1.8% |
| Participation rate | 93.7% | 81.0%+12.7pp | 75.3%+18.5pp | 70.6%+23.2pp |
| Annual return | 15.54% | 17.91%-2.4pp | 116.14%-100.6pp | 31.24%-15.7pp |
| Employer contribution / active EE | $1,813 | $3,367-46.2% | $3,171-42.8% | $2,726-33.5% |
| Participant deferral / active EE | $4,562 | $5,386-15.3% | $5,016-9.0% | $4,647-1.8% |
| Admin fee / account holder | $95 | $219-56.8% | $11,033-99.1% | $430-78.0% |