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: GREAT WEST LIFE & ANNUITY INS. CO. Service code 52 · EIN 84-0467907 | Indirect Investment Fees | $69,969 |
MARINER LLC5 years Filed as: MARINER RETIREMENT ADVISORS LLC Service code 27 · EIN 61-1740806 | Advisory (Plan) | $20,973 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $17,707 |
AMERICAN CENTURY5 years Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS5 years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BLACKROCK5 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
DWS FUNDS4 years Service code 52 · EIN 13-2661231 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON5 years Filed as: FRANKLINTEMPLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
GOLDMAN SACHS5 years Service code 52 · EIN 13-4166989 | Indirect Investment Fees | $0 |
Filed as: GREAT WEST LIFE & ANNUITY INS. CO Service code 60 | Sub-TA Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,997 | $63,745+16.1% | $98,442-24.8% | $79,386-6.8% |
| Participation rate | 96.2% | 69.9%+26.3pp | 73.3%+22.8pp | 70.7%+25.4pp |
| Annual return | 12.41% | 625.80%-613.4pp | 1492.73%-1480.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $4,292 | $2,557+67.8% | $2,960+45.0% | $2,427+76.8% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $530 | $516+2.9% | $5,949-91.1% | $626-15.3% |