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 |
|---|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $57,914 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $28,250 |
HOGANTAYLOR LLP7+ years Service code 10 · EIN 73-1413977 | Accounting | $17,750 |
CONNER & WINTERS7+ years Filed as: CONNER & WINTERS, LLP Service code 29 · EIN 73-1388566 | Legal | $10,350 |
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 | $72,821 | $79,124-8.0% | $60,874+19.6% | $64,808+12.4% |
| Participation rate | 93.1% | 77.7%+15.3pp | 73.1%+19.9pp | 71.5%+21.6pp |
| Annual return | -11.17% | -7.13%-4.0pp | 16.90%-28.1pp | 32.82%-44.0pp |
| Employer contribution / active EE | $1,240 | $3,050-59.3% | $2,701-54.1% | $2,506-50.5% |
| Participant deferral / active EE | $3,801 | $3,725+2.0% | $3,817-0.4% | $4,310-11.8% |
| Admin fee / account holder | $131 | $106+23.7% | $3,224-95.9% | $188-30.4% |