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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $46,516 |
MARINER LLC1 year Filed as: MARINER WEALTH ADVISORS, LLC Service code 27 5700 W 112TH ST STE 500 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $23,987 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,993 | $58,264+6.4% | $86,612-28.4% | $71,457-13.2% |
| Participation rate | 84.6% | 65.0%+19.6pp | 71.7%+12.9pp | 67.9%+16.7pp |
| Annual return | 21.63% | 21.63%0pp | 591.07%-569.4pp | 28.85%-7.2pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $6,623 | $3,436+92.8% | $4,438+49.3% | $4,289+54.4% |
| Admin fee / account holder | $383 | $1,057-63.8% | $5,614-93.2% | $1,587-75.9% |