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 | $15,997 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS Service code 26 · EIN 65-0608221 | Advisory (Participants) | $12,886 |
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.)
Annual investment return 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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,187 | $122,239-80.2% | $184,203-86.9% | $74,495-67.5% |
| Participation rate | 57.8% | 85.5%-27.6pp | 86.8%-29.0pp | 67.2%-9.4pp |
| Annual return | 8.00% | 19.95%-11.9pp | 28.81%-20.8pp | 1364.94%-1356.9pp |
| Employer contribution / active EE | $1,464 | $4,537-67.7% | $6,427-77.2% | $2,623-44.2% |
| Participant deferral / active EE | $4,761 | $7,139-33.3% | $9,131-47.9% | $4,346+9.5% |
| Admin fee / account holder | $2,310 | $1,260+83.4% | $13,901-83.4% | $1,942+19.0% |