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 | $275,661 |
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS Service code 70 · EIN 61-1740806 | Consulting Fees | $69,275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,817 | $112,623-37.1% | $106,213-33.3% | $199,593-64.5% |
| Participation rate | 94.9% | 86.2%+8.7pp | 75.3%+19.6pp | 72.0%+22.9pp |
| Annual return | 14.95% | 15.57%-0.6pp | 116.14%-101.2pp | 34.25%-19.3pp |
| Employer contribution / active EE | $1,511 | $4,575-67.0% | $3,171-52.4% | $3,034-50.2% |
| Participant deferral / active EE | $4,374 | $6,659-34.3% | $5,016-12.8% | $5,087-14.0% |
| Admin fee / account holder | $88 | $107-17.6% | $11,033-99.2% | $269-67.2% |