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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $47,703 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $34,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,568 | $86,655+1.1% | $119,609-26.8% | $66,914+30.9% |
| Participation rate | 69.3% | 75.6%-6.3pp | 79.3%-10.0pp | 69.8%-0.5pp |
| Annual return | -17.36% | -8.00%-9.4pp | -14.97%-2.4pp | 1.58%-18.9pp |
| Employer contribution / active EE | $2,381 | $2,536-6.1% | $4,232-43.7% | $2,544-6.4% |
| Participant deferral / active EE | $3,039 | $4,358-30.3% | $5,602-45.8% | $4,237-28.3% |
| Admin fee / account holder | $576 | $755-23.7% | $10,323-94.4% | $593-3.0% |