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 |
|---|---|---|
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $59,172 |
MARINER LLC3 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $32,000 |
HOGANTAYLOR LLP8+ years Service code 10 · EIN 73-1413977 | Accounting | $18,900 |
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 | $80,757 | $83,884-3.7% | $64,056+26.1% | $74,419+8.5% |
| Participation rate | 95.4% | 76.6%+18.8pp | 72.3%+23.1pp | 70.7%+24.6pp |
| Annual return | 13.23% | 16.57%-3.3pp | 33.69%-20.5pp | 34.38%-21.1pp |
| Employer contribution / active EE | $1,252 | $3,084-59.4% | $2,747-54.4% | $2,637-52.5% |
| Participant deferral / active EE | $3,818 | $3,692+3.4% | $3,880-1.6% | $4,528-15.7% |
| Admin fee / account holder | $130 | $196-33.4% | $3,068-95.7% | $348-62.5% |