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 INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $26,172 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 27 5700 W 112TH ST · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,111 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,765 | $104,919-65.0% | $116,228-68.4% | $85,563-57.0% |
| Participation rate | 97.3% | 78.6%+18.7pp | 74.6%+22.7pp | 66.0%+31.3pp |
| Annual return | 13.56% | 15.38%-1.8pp | 90.06%-76.5pp | 31.51%-18.0pp |
| Employer contribution / active EE | $1,934 | $3,485-44.5% | $2,994-35.4% | $2,654-27.1% |
| Participant deferral / active EE | $2,412 | $5,306-54.5% | $4,953-51.3% | $4,375-44.9% |
| Admin fee / account holder | $183 | $429-57.4% | $11,989-98.5% | $834-78.1% |