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 ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $83,999 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $71,494 |
MARINER LLC4 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $45,873 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,276 | $106,028+87.0% | $146,958+34.9% | $77,643+155.4% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+14.0pp | 70.6%+25.5pp |
| Annual return | 14.01% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $6,689 | $4,063+64.6% | $4,933+35.6% | $2,726+145.4% |
| Participant deferral / active EE | $9,632 | $7,990+20.6% | $8,070+19.4% | $4,647+107.3% |
| Admin fee / account holder | $283 | $337-16.2% | $12,998-97.8% | $430-34.3% |