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 10-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 LLC5 years Service code 27 · EIN 20-4553256 | Advisory (Plan) | $20,942 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,537 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,511 | $72,607-56.6% | $90,749-65.3% | $66,914-52.9% |
| Participation rate | 53.2% | 73.7%-20.5pp | 75.7%-22.5pp | 69.8%-16.6pp |
| Annual return | -15.70% | -12.28%-3.4pp | -12.16%-3.5pp | 1.58%-17.3pp |
| Employer contribution / active EE | $98 | $2,369-95.9% | $2,921-96.6% | $2,544-96.2% |
| Participant deferral / active EE | $1,867 | $3,977-53.1% | $4,564-59.1% | $4,237-55.9% |
| Admin fee / account holder | $226 | $707-68.0% | $8,445-97.3% | $593-61.9% |