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 |
|---|---|---|
Service code 50 · EIN 04-1590850 | Direct Payment | $51,868 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $31,601 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $9,399 |
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 | $62,112 | $51,197+21.3% | $82,719-24.9% | $66,914-7.2% |
| Participation rate | 91.3% | 67.8%+23.5pp | 72.6%+18.8pp | 69.8%+21.5pp |
| Annual return | -15.89% | -9.64%-6.3pp | 701.18%-717.1pp | 1.58%-17.5pp |
| Employer contribution / active EE | $5,097 | $2,611+95.2% | $3,009+69.4% | $2,544+100.3% |
| Participant deferral / active EE | $0 | $3,458-100.0% | $4,395-100.0% | $4,237-100.0% |
| Admin fee / account holder | $476 | $416+14.6% | $5,329-91.1% | $593-19.7% |