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 |
|---|---|---|
Filed as: SCHWAB RETIREMENT PLAN SERVICES INC Service code 15 · EIN 34-1479833 | Recordkeeping | $39,831 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 28 · EIN 20-4553256 | Investment Management | $16,225 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $97,052 | $70,908+36.9% | $98,907-1.9% | $73,488+32.1% |
| Participation rate | 90.5% | 73.8%+16.7pp | 76.0%+14.5pp | 70.7%+19.8pp |
| Annual return | 8.67% | 34.17%-25.5pp | 196.43%-187.8pp | 28.51%-19.8pp |
| Employer contribution / active EE | $2,428 | $2,036+19.2% | $2,689-9.7% | $2,270+6.9% |
| Participant deferral / active EE | $6,347 | $3,500+81.4% | $4,244+49.5% | $3,740+69.7% |
| Admin fee / account holder | $267 | $535-50.1% | $6,642-96.0% | $513-48.0% |