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 |
|---|---|---|
INTRUST BANK, N.A.4+ years Service code 15 · EIN 48-0477525 | Recordkeeping | $685,046 |
MARINER LLC4+ years Filed as: MARINER WEALTH ADVISORS Service code 28 4200 E. SKELLY DRIVE, SUITE 950 · TULSA, OK 74135 | Investment Management | $30,000 |
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 | $106,416 | $96,900+9.8% | $111,392-4.5% | $75,289+41.3% |
| Participation rate | 99.4% | 85.9%+13.4pp | 78.9%+20.5pp | 72.4%+26.9pp |
| Annual return | -5.12% | 1.66%-6.8pp | -2.06%-3.1pp | -0.04%-5.1pp |
| Employer contribution / active EE | $5,473 | $5,520-0.8% | $4,328+26.5% | $2,405+127.6% |
| Participant deferral / active EE | $7,429 | $6,494+14.4% | $5,567+33.4% | $3,739+98.7% |
| Admin fee / account holder | $161 | $105+53.4% | $12,266-98.7% | $102+57.6% |