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 |
|---|---|---|
MONATGE SECURITIES LLC1 year Filed as: MONTAGE SECURITIES LLC Service code 55 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Other Commissions | $47,049 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 26 · EIN 20-4553256 | Advisory (Participants) | $8,092 |
Filed as: WILSHIRE ASSOCIATES INC. (USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $1,618 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $984 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,252 | $51,045+257.0% | $70,515+158.5% | $71,457+155.1% |
| Participation rate | 84.0% | 59.4%+24.6pp | 68.3%+15.6pp | 67.9%+16.0pp |
| Annual return | 19.04% | 42.63%-23.6pp | 32.77%-13.7pp | 28.85%-9.8pp |
| Employer contribution / active EE | $1,409 | $1,790-21.3% | $2,973-52.6% | $2,588-45.5% |
| Participant deferral / active EE | $3,214 | $3,026+6.2% | $4,567-29.6% | $4,289-25.1% |
| Admin fee / account holder | $100 | $1,994-95.0% | $6,412-98.4% | $1,587-93.7% |