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 |
|---|---|---|
MAQUOKETA STATE BANK2 years Service code 27 203 N MAIN ST · MAQUOKETA, IA 52060 | Advisory (Plan) | $33,954 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $25,774 |
THE FINWAY GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $23,731 |
Service code 99 6300 BRIDGE POINT PKWY BLDG 1 · AUSTIN, TX 78730 | Other Fees | $6,373 |
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 | $89,436-100.0% | $164,813-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 78.6%-78.6pp | 78.6%-78.6pp | 70.6%-70.6pp |
| Annual return | 13.99% | 28.83%-14.8pp | 69.93%-55.9pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,982 | $2,569-22.8% | $4,341-54.3% | $2,726-27.3% |
| Participant deferral / active EE | $4,187 | $4,897-14.5% | $6,031-30.6% | $4,647-9.9% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |