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 SERVICES3 years Filed as: ERP NATIONAL LLC Service code 13 · EIN 84-2409363 | Contract Administrator | $62,212 |
MARINER LLC9 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 5700 WEST 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $28,113 |
MARINER LLC1 year Filed as: MWA HOLDCO LLC DBA MARINER LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $22,500 |
CASSELL PLAN AUDITS2 years Filed as: CASSELL PLAN AUDITS INC Service code 10 409 ILLINOIS AVE STE 1B · SAINT CHARLES, IL 60174 | Accounting | $10,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,167 | $56,767-32.8% | $101,794-62.5% | $85,563-55.4% |
| Participation rate | 90.8% | 57.6%+33.2pp | 69.2%+21.6pp | 66.0%+24.8pp |
| Annual return | 17.12% | 17.76%-0.6pp | 30.53%-13.4pp | 31.51%-14.4pp |
| Employer contribution / active EE | $1,115 | $1,112+0.2% | $2,289-51.3% | $2,654-58.0% |
| Participant deferral / active EE | $4,757 | $2,720+74.9% | $4,084+16.5% | $4,375+8.7% |
| Admin fee / account holder | $190 | $1,098-82.7% | $8,777-97.8% | $834-77.2% |