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 7-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 13 · EIN 42-0127290 | Contract Administrator | $30,688 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS Service code 27 · EIN 20-4553256 | Advisory (Plan) | $21,302 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,302 | $129,021-72.6% | $184,203-80.8% | $77,643-54.5% |
| Participation rate | 65.2% | 87.3%-22.2pp | 86.8%-21.7pp | 70.6%-5.4pp |
| Annual return | 37.15% | 33.27%+3.9pp | 28.81%+8.3pp | 31.24%+5.9pp |
| Employer contribution / active EE | $1,890 | $4,413-57.2% | $6,427-70.6% | $2,726-30.7% |
| Participant deferral / active EE | $3,787 | $7,297-48.1% | $9,131-58.5% | $4,647-18.5% |
| Admin fee / account holder | $141 | $254-44.5% | $13,901-99.0% | $430-67.2% |