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 LLC3+ years Filed as: MARINER WEALTH ADVISORS - OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $20,250 |
HOGANTAYLOR LLP2+ years Service code 10 · EIN 73-1413977 | Accounting | $14,000 |
CONNER & WINTERS2+ years Filed as: CONNER & WINTERS, LLP Service code 28 · EIN 73-1388566 | Investment Management | $6,676 |
TIAA2+ years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 | Recordkeeping | $164 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,947 | $74,552-10.2% | $62,995+6.3% | $69,631-3.9% |
| Participation rate | 63.9% | 78.3%-14.4pp | 74.8%-10.9pp | 70.7%-6.8pp |
| Annual return | 12.05% | 15.77%-3.7pp | 87.57%-75.5pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $874 | $2,929-70.2% | $2,759-68.3% | $2,032-57.0% |
| Participant deferral / active EE | $2,444 | $2,974-17.8% | $3,329-26.6% | $3,224-24.2% |
| Admin fee / account holder | $42 | $59-30.0% | $3,600-98.8% | $110-62.3% |