See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $76,921 |
HOGANTAYLOR LLP10+ years Service code 10 · EIN 73-1413977 | Accounting | $24,100 |
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $24,000 |
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 | $97,334 | $96,018+1.4% | $65,493+48.6% | $85,563+13.8% |
| Participation rate | 94.2% | 74.8%+19.4pp | 73.1%+21.1pp | 66.0%+28.2pp |
| Annual return | 12.77% | 14.51%-1.7pp | 982.45%-969.7pp | 31.51%-18.7pp |
| Employer contribution / active EE | $1,371 | $3,235-57.6% | $2,574-46.7% | $2,654-48.3% |
| Participant deferral / active EE | $4,104 | $4,055+1.2% | $3,961+3.6% | $4,375-6.2% |
| Admin fee / account holder | $153 | $271-43.3% | $5,028-96.9% | $834-81.6% |