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 LLC5+ years Filed as: MARINER WEALTH ADVISORS - OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $33,750 |
HOGANTAYLOR LLP4+ years Service code 10 · EIN 73-1413977 | Accounting | $15,000 |
CONNER & WINTERS4+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $14,389 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $10,801 |
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 | $68,290 | $95,542-28.5% | $69,455-1.7% | $67,579+1.1% |
| Participation rate | 97.5% | 79.4%+18.1pp | 74.6%+22.9pp | 71.3%+26.2pp |
| Annual return | 14.68% | 17.67%-3.0pp | 28.97%-14.3pp | 378.56%-363.9pp |
| Employer contribution / active EE | $1,303 | $2,989-56.4% | $2,779-53.1% | $2,148-39.3% |
| Participant deferral / active EE | $3,810 | $3,263+16.8% | $3,535+7.8% | $3,539+7.7% |
| Admin fee / account holder | $75 | $90-16.7% | $3,839-98.1% | $142-47.4% |