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 | $39,734 |
MARINER LLC2 years Filed as: MARINER WEALTH ADVISORS LLC Service code 27 · EIN 20-4553256 | Advisory (Plan) | $24,213 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERICA Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $7,280 |
Employer 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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,391 | $51,197-1.6% | $82,719-39.1% | $66,914-24.7% |
| Participation rate | 87.4% | 67.8%+19.6pp | 72.6%+14.9pp | 69.8%+17.6pp |
| Annual return | -15.43% | -9.64%-5.8pp | 701.18%-716.6pp | 1.58%-17.0pp |
| Employer contribution / active EE | $26 | $2,611-99.0% | $3,009-99.1% | $2,544-99.0% |
| Participant deferral / active EE | $5,808 | $3,458+68.0% | $4,395+32.1% | $4,237+37.1% |
| Admin fee / account holder | $387 | $416-6.8% | $5,329-92.7% | $593-34.8% |