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 5-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 year Filed as: MWA HOLDCO, LLC Service code 15 · EIN 87-1928698 | Recordkeeping | $49,919 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $35,225 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,991 | $100,923+33.8% | $150,045-10.0% | $74,304+81.7% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.3%-18.7pp | 60.3%+3.3pp |
| Annual return | 16.55% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,839 | $3,463-46.9% | $4,693-60.8% | $2,241-17.9% |
| Participant deferral / active EE | $6,587 | $6,709-1.8% | $7,997-17.6% | $3,767+74.8% |
| Admin fee / account holder | $413 | $2,767-85.1% | $13,435-96.9% | $2,969-86.1% |