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 LLC6+ years Filed as: MARINER WEALTH ADVISORS - OKLAHOMA Service code 28 · EIN 73-1510748 | Investment Management | $27,000 |
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $24,296 |
HOGANTAYLOR LLP5+ years Service code 10 · EIN 73-1413977 | Accounting | $15,500 |
CONNER & WINTERS5+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $6,100 |
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 | $83,758 | $84,948-1.4% | $70,449+18.9% | $73,409+14.1% |
| Participation rate | 80.5% | 79.9%+0.6pp | 75.1%+5.5pp | 72.2%+8.4pp |
| Annual return | 11.38% | 13.39%-2.0pp | 109.03%-97.6pp | 59.29%-47.9pp |
| Employer contribution / active EE | $1,542 | $2,834-45.6% | $2,737-43.7% | $2,234-31.0% |
| Participant deferral / active EE | $4,539 | $3,387+34.0% | $3,709+22.4% | $3,805+19.3% |
| Admin fee / account holder | $84 | $98-14.5% | $3,845-97.8% | $158-46.9% |