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 | $63,058 |
MARINER LLC6 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $32,449 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $98,815 | $82,978+19.1% | $129,995-24.0% | $71,457+38.3% |
| Participation rate | 66.2% | 74.1%-7.8pp | 78.5%-12.2pp | 67.9%-1.7pp |
| Annual return | 13.77% | 20.60%-6.8pp | -137.18%+150.9pp | 28.85%-15.1pp |
| Employer contribution / active EE | $1,710 | $2,622-34.8% | $4,320-60.4% | $2,588-33.9% |
| Participant deferral / active EE | $2,984 | $4,432-32.7% | $5,820-48.7% | $4,289-30.4% |
| Admin fee / account holder | $673 | $1,729-61.1% | $10,614-93.7% | $1,587-57.6% |