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 LLC1+ years Filed as: MARINER WEALTH ADVISORS Service code 27 4200 E. SKELLY DRIVE · TULSA, OK 74135 | Advisory (Plan) | $12,536 |
NEWPORT GROUP, INC.1+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $10,750 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $28,231 | $56,629-50.1% | $77,999-63.8% | $55,167-48.8% |
| Participation rate | 44.4% | 73.3%-28.9pp | 75.5%-31.1pp | 69.0%-24.5pp |
| Annual return | 7.81% | 2866.98%-2859.2pp | 425.96%-418.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $945 | $1,723-45.1% | $2,470-61.7% | $1,963-51.8% |
| Participant deferral / active EE | $1,460 | $2,777-47.4% | $3,497-58.2% | $3,054-52.2% |
| Admin fee / account holder | $284 | $467-39.1% | $5,480-94.8% | $504-43.6% |