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 8-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 LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $24,050 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $10,829 |
ADP BROKER-DEALER6 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $89,149 | $54,517+63.5% | $75,972+17.3% | $74,495+19.7% |
| Participation rate | 94.4% | 60.3%+34.0pp | 69.1%+25.3pp | 67.2%+27.2pp |
| Annual return | 13.07% | 31.82%-18.7pp | 359.55%-346.5pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $5,502 | $1,777+209.6% | $2,685+104.9% | $2,623+109.8% |
| Participant deferral / active EE | $10,060 | $3,066+228.2% | $4,255+136.4% | $4,346+131.5% |
| Admin fee / account holder | $222 | $2,229-90.0% | $6,467-96.6% | $1,942-88.6% |