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 4-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 15 · EIN 65-0608221 | Recordkeeping | $9,619 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 65-0608221 | Advisory (Participants) | $6,937 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,753 | $130,194-87.1% | $169,993-90.1% | $71,457-76.6% |
| Participation rate | 56.3% | 86.1%-29.8pp | 87.0%-30.7pp | 67.9%-11.6pp |
| Annual return | 27.96% | 20.37%+7.6pp | 53.37%-25.4pp | 28.85%-0.9pp |
| Employer contribution / active EE | $1,496 | $4,381-65.9% | $6,785-78.0% | $2,588-42.2% |
| Participant deferral / active EE | $4,410 | $6,923-36.3% | $10,408-57.6% | $4,289+2.8% |
| Admin fee / account holder | $340 | $966-64.8% | $12,815-97.3% | $1,587-78.6% |