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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $19,133 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $10,415 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,015 | $87,870-84.1% | $113,168-87.6% | $74,304-81.1% |
| Participation rate | 85.9% | 70.7%+15.1pp | 76.6%+9.3pp | 60.3%+25.5pp |
| Annual return | 13.65% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.8pp |
| Employer contribution / active EE | $580 | $2,277-74.5% | $2,975-80.5% | $2,241-74.1% |
| Participant deferral / active EE | $2,957 | $4,241-30.3% | $5,107-42.1% | $3,767-21.5% |
| Admin fee / account holder | $109 | $3,368-96.8% | $12,068-99.1% | $2,969-96.3% |