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 4-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 LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $60,242 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $37,650 |
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.)
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 | $121,573 | $101,499+19.8% | $147,005-17.3% | $74,546+63.1% |
| Participation rate | 64.9% | 75.5%-10.7pp | 82.2%-17.3pp | 67.2%-2.4pp |
| Annual return | 17.27% | 8732.34%-8715.1pp | 418.76%-401.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $1,613 | $3,811-57.7% | $4,934-67.3% | $2,624-38.5% |
| Participant deferral / active EE | $6,067 | $7,304-16.9% | $8,070-24.8% | $4,347+39.6% |
| Admin fee / account holder | $502 | $1,748-71.3% | $13,006-96.1% | $1,944-74.2% |