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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $295,870 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $69,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,360 | $123,077-38.0% | $116,228-34.3% | $102,872-25.8% |
| Participation rate | 95.7% | 87.0%+8.7pp | 74.6%+21.1pp | 73.0%+22.7pp |
| Annual return | 17.12% | 15.84%+1.3pp | 90.06%-72.9pp | 19.06%-1.9pp |
| Employer contribution / active EE | $1,585 | $4,380-63.8% | $2,994-47.1% | $3,526-55.1% |
| Participant deferral / active EE | $4,538 | $6,746-32.7% | $4,953-8.4% | $5,535-18.0% |
| Admin fee / account holder | $89 | $115-22.7% | $11,989-99.3% | $292-69.5% |