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 Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $37,509 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,956 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,299 | $88,581-13.9% | $145,661-47.6% | $74,304+2.7% |
| Participation rate | 47.6% | 64.9%-17.3pp | 77.2%-29.6pp | 60.3%-12.7pp |
| Annual return | 18.22% | 34.30%-16.1pp | 101.46%-83.2pp | 29.43%-11.2pp |
| Employer contribution / active EE | $899 | $2,612-65.6% | $4,238-78.8% | $2,241-59.9% |
| Participant deferral / active EE | $2,962 | $4,151-28.7% | $7,198-58.9% | $3,767-21.4% |
| Admin fee / account holder | $658 | $2,953-77.7% | $12,466-94.7% | $2,969-77.8% |