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 8-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 |
|---|---|---|
THE FINWAY GROUP2 years Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $11,229 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $9,066 |
Filed as: LARSON ALLEN LLP Service code 10 PO BOX 829709 · PHILADELPHIA, PA 19182 | Accounting | $5,145 |
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 | $32,449 | $86,929-62.7% | $102,423-68.3% | $80,856-59.9% |
| Participation rate | 77.5% | 72.4%+5.2pp | 76.5%+1.0pp | 67.6%+9.9pp |
| Annual return | 19.09% | 18.88%+0.2pp | 29.32%-10.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,360 | $2,369-42.6% | $3,023-55.0% | $2,755-50.6% |
| Participant deferral / active EE | $3,752 | $4,118-8.9% | $5,053-25.8% | $4,296-12.7% |
| Admin fee / account holder | $268 | $8,049-96.7% | $9,451-97.2% | $6,918-96.1% |