See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $129,269 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $65,145 |
NOVAK BIRKS, P.C.5 years Filed as: NOVAK BIRKS P.C Service code 10 · EIN 43-1122456 | Accounting | $25,618 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,027 | $94,876+66.6% | $82,389+91.8% | $102,872+53.6% |
| Participation rate | 99.2% | 70.6%+28.6pp | 69.5%+29.6pp | 73.0%+26.1pp |
| Annual return | 19.78% | 17.83%+2.0pp | 28.67%-8.9pp | 19.06%+0.7pp |
| Employer contribution / active EE | $11,191 | $3,789+195.4% | $2,517+344.6% | $3,526+217.4% |
| Participant deferral / active EE | $12,361 | $4,496+174.9% | $4,155+197.5% | $5,535+123.3% |
| Admin fee / account holder | $147 | $214-31.2% | $7,231-98.0% | $292-49.6% |