See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $288,582 |
MARINER LLC4 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $70,550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,605 | $114,195-35.5% | $106,548-30.9% | $93,030-20.9% |
| Participation rate | 90.6% | 86.4%+4.2pp | 76.1%+14.4pp | 73.9%+16.7pp |
| Annual return | 13.36% | 22.18%-8.8pp | 26.80%-13.4pp | 158.70%-145.3pp |
| Employer contribution / active EE | $1,150 | $4,009-71.3% | $2,819-59.2% | $2,706-57.5% |
| Participant deferral / active EE | $3,552 | $5,908-39.9% | $4,398-19.2% | $4,562-22.1% |
| Admin fee / account holder | $97 | $105-7.6% | $7,407-98.7% | $152-36.2% |