See peer percentile detail. $4.99 for your first month.
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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 LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 15 · EIN 20-4553256 | Recordkeeping | $56,301 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $21,713 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Shareholder ser... | $31 |
ADP BROKER-DEALER1 year Service code 49 · EIN 22-3319984 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $605,628 | $132,049+358.6% | $200,582+201.9% | $74,304+715.1% |
| Participation rate | 91.1% | 84.1%+7.0pp | 86.9%+4.2pp | 60.3%+30.7pp |
| Annual return | 16.14% | 22.22%-6.1pp | 42.33%-26.2pp | 29.43%-13.3pp |
| Employer contribution / active EE | $20,717 | $4,558+354.6% | $6,419+222.8% | $2,241+824.4% |
| Participant deferral / active EE | $18,165 | $7,213+151.9% | $9,331+94.7% | $3,767+382.2% |
| Admin fee / account holder | $609 | $2,405-74.7% | $16,305-96.3% | $2,969-79.5% |