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 Service code 26 · EIN 20-4553256 | Advisory (Participants) | $26,576 |
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$75,177 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,008 | $82,202+342.8% | $125,339+190.4% | $64,808+461.7% |
| Participation rate | 98.0% | 77.9%+20.1pp | 82.4%+15.6pp | 71.5%+26.6pp |
| Annual return | -19.03% | 3.48%-22.5pp | 572.05%-591.1pp | 32.82%-51.8pp |
| Employer contribution / active EE | $16,947 | $3,615+368.7% | $4,814+252.1% | $2,506+576.3% |
| Participant deferral / active EE | $10,442 | $7,175+45.5% | $7,446+40.2% | $4,310+142.3% |
| Admin fee / account holder | -$121 | $163-174.1% | $10,010-101.2% | $188-164.4% |