Filed April 19, 2021 (most recent of 4 filings on file)
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 |
|---|---|---|
MARINER LLC5+ years Filed as: MARINER RETIREMENT ADVISORS, LLC Service code 15 · EIN 61-1740806 | Recordkeeping | $27,227 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $26,972 |
ADP BROKER-DEALER6+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,114 | $61,473-52.6% | $81,930-64.5% | $73,409-60.3% |
| Participation rate | 68.3% | 72.4%-4.1pp | 72.0%-3.7pp | 72.2%-3.9pp |
| Annual return | 13.39% | 28.26%-14.9pp | 29.49%-16.1pp | 59.29%-45.9pp |
| Employer contribution / active EE | $1,253 | $1,898-34.0% | $4,310-70.9% | $2,234-43.9% |
| Participant deferral / active EE | $2,969 | $3,080-3.6% | $7,107-58.2% | $3,805-22.0% |
| Admin fee / account holder | $171 | $125+36.3% | $5,158-96.7% | $158+8.3% |