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 | $447,380 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL LLC Service code 99 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Other Fees | $74,431 |
LEXIS NEXIS2 years Filed as: LEXISNEXIS RISK SOLUTIONS FL INC DB Service code 99 1000 ALDERMAN DR · ALPHARETTA, GA 30005 | Other Fees | $4,500 |
Filed as: EMPOWER FINANCIAL SERVICES, INC. Service code 33 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Shareholder servicing fees; Securitie... | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,784 | $74,933+2.5% | $154,803-50.4% | $117,739-34.8% |
| Participation rate | 65.7% | 64.5%+1.2pp | 78.1%-12.4pp | 76.6%-11.0pp |
| Annual return | 12.00% | 17.34%-5.3pp | 58.88%-46.9pp | 17.29%-5.3pp |
| Employer contribution / active EE | $1,908 | $2,316-17.6% | $4,305-55.7% | $3,746-49.1% |
| Participant deferral / active EE | $3,393 | $3,942-13.9% | $5,540-38.8% | $6,128-44.6% |
| Admin fee / account holder | $97 | $129-24.5% | $14,329-99.3% | $112-12.9% |