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: REINHART BOERNER VAN DEUREN NORRIS Service code 29 · EIN 39-1126909 | Legal | $56,044 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $36,219 |
MARINER LLC1 year Filed as: MARINER INSTITUTIONAL LLC Service code 10 4901 VINELAND RD STE 600 · ORLANDO, FL 32811 | Accounting | $24,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,729 | $82,917+130.0% | $103,333+84.6% | $77,643+145.7% |
| Participation rate | 90.0% | 71.6%+18.4pp | 74.5%+15.5pp | 70.6%+19.4pp |
| Annual return | 12.10% | 19.13%-7.0pp | 24.88%-12.8pp | 31.24%-19.1pp |
| Employer contribution / active EE | $7,994 | $3,552+125.1% | $3,868+106.7% | $2,726+193.3% |
| Participant deferral / active EE | $756 | $4,108-81.6% | $5,057-85.1% | $4,647-83.7% |
| Admin fee / account holder | $171 | $638-73.2% | $8,355-98.0% | $430-60.3% |