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 |
|---|---|---|
THE FINWAY GROUP1 year Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $7,702 |
MAQUOKETA STATE BANK1 year Service code 27 203 N MAIN ST · MAQUOKETA, IA 52060 | Advisory (Plan) | $6,800 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $857 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $852 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $91,372-100.0% | $129,995-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 77.8%-77.8pp | 78.5%-78.5pp | 70.7%-70.7pp |
| Annual return | 17.78% | 23.21%-5.4pp | -137.18%+155.0pp | 34.38%-16.6pp |
| Employer contribution / active EE | $2,095 | $2,563-18.3% | $4,320-51.5% | $2,637-20.6% |
| Participant deferral / active EE | $3,865 | $4,721-18.1% | $5,820-33.6% | $4,528-14.6% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |