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 |
|---|---|---|
ERP RETIREMENT SERVICES2 years Filed as: ERP NATIONAL LLC Service code 13 · EIN 84-2409363 | Contract Administrator | $97,838 |
MARINER LLC8 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $57,196 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,054 |
CASSELL PLAN AUDITS1 year Filed as: CASSELL PLAN AUDITS INC Service code 10 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Accounting | $10,000 |
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 | $35,166 | $54,193-35.1% | $93,606-62.4% | $77,643-54.7% |
| Participation rate | 88.6% | 63.9%+24.7pp | 68.7%+19.9pp | 70.6%+18.1pp |
| Annual return | 9.84% | 30.54%-20.7pp | 133.20%-123.4pp | 31.24%-21.4pp |
| Employer contribution / active EE | $1,059 | $1,168-9.3% | $2,420-56.2% | $2,726-61.2% |
| Participant deferral / active EE | $4,422 | $3,144+40.7% | $4,411+0.3% | $4,647-4.8% |
| Admin fee / account holder | $95 | $576-83.4% | $8,285-98.8% | $430-77.8% |