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 | $305,791 |
MARINER LLC3 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $70,550 |
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 | $70,761 | $105,190-32.7% | $98,907-28.5% | $90,288-21.6% |
| Participation rate | 92.4% | 86.4%+6.1pp | 76.0%+16.4pp | 73.4%+19.1pp |
| Annual return | 17.68% | 18.52%-0.8pp | 196.43%-178.7pp | 53.97%-36.3pp |
| Employer contribution / active EE | $1,135 | $3,831-70.4% | $2,689-57.8% | $2,524-55.0% |
| Participant deferral / active EE | $3,390 | $5,616-39.6% | $4,244-20.1% | $4,232-19.9% |
| Admin fee / account holder | $104 | $97+6.5% | $6,642-98.4% | $114-9.1% |