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 | $37,415 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH STREET STE. 500 · OVERLAND PARKS, KS 66211 | Advisory (Plan) | $29,764 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,242 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,488 | $46,292-55.7% | $143,757-85.7% | $64,808-68.4% |
| Participation rate | 86.5% | 64.2%+22.3pp | 80.3%+6.2pp | 71.5%+15.0pp |
| Annual return | -17.35% | -10.05%-7.3pp | -0.04%-17.3pp | 32.82%-50.2pp |
| Employer contribution / active EE | $850 | $1,910-55.5% | $4,951-82.8% | $2,506-66.1% |
| Participant deferral / active EE | $1,400 | $2,646-47.1% | $5,637-75.2% | $4,310-67.5% |
| Admin fee / account holder | $173 | $154+12.6% | $14,673-98.8% | $188-7.8% |