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 |
|---|---|---|
MARINER LLC7 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 W. 112TH ST., SUITE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $49,885 |
Filed as: COMPENSATION BENEFIT PLANNING, INC Service code 13 · EIN 43-1021898 | Contract Administrator | $17,375 |
ERP RETIREMENT SERVICES1 year Filed as: ERP NATIONAL LLC Service code 13 · EIN 84-2409363 | Contract Administrator | $7,756 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,237 |
Annual investment return 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 | $32,512 | $53,165-38.8% | $86,188-62.3% | $74,419-56.3% |
| Participation rate | 85.1% | 64.9%+20.3pp | 69.0%+16.2pp | 70.7%+14.4pp |
| Annual return | 12.62% | 22.64%-10.0pp | 1168.45%-1155.8pp | 34.38%-21.8pp |
| Employer contribution / active EE | $1,099 | $1,210-9.2% | $2,380-53.8% | $2,637-58.3% |
| Participant deferral / active EE | $4,281 | $3,234+32.4% | $3,985+7.4% | $4,528-5.5% |
| Admin fee / account holder | $98 | $551-82.2% | $6,852-98.6% | $348-71.8% |