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 | $63,170 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $15,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,141 | $104,919-19.8% | $116,228-27.6% | $85,563-1.7% |
| Participation rate | 95.4% | 78.6%+16.7pp | 74.6%+20.8pp | 66.0%+29.4pp |
| Annual return | 17.81% | 15.38%+2.4pp | 90.06%-72.2pp | 31.51%-13.7pp |
| Employer contribution / active EE | $1,953 | $3,485-44.0% | $2,994-34.8% | $2,654-26.4% |
| Participant deferral / active EE | $5,114 | $5,306-3.6% | $4,953+3.2% | $4,375+16.9% |
| Admin fee / account holder | $91 | $429-78.8% | $11,989-99.2% | $834-89.1% |