See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MARINER LLC5 years Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W. 112TH STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $58,459 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,594 |
Filed as: EMPOWER ADVISORY GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,539 |
Filed as: CLARK SCHAEFER HACKETT & CO Service code 13 10100 INNOVATION DRIVE · DAYTON, OH 45342 | Contract Administrator | $2,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,785 | $49,915+103.9% | $154,803-34.2% | $74,304+37.0% |
| Participation rate | 97.2% | 54.0%+43.3pp | 78.1%+19.1pp | 60.3%+36.9pp |
| Annual return | 18.99% | 34.06%-15.1pp | 58.88%-39.9pp | 29.43%-10.4pp |
| Employer contribution / active EE | $4,593 | $1,611+185.1% | $4,305+6.7% | $2,241+104.9% |
| Participant deferral / active EE | $4,657 | $2,255+106.6% | $5,540-15.9% | $3,767+23.6% |
| Admin fee / account holder | $480 | $2,189-78.1% | $14,329-96.6% | $2,969-83.8% |