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 6-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: MIDWEST CAPITAL ADVISORS LLC Service code 27 3001 ORCHARD VISTA DR SE · GRAND RAPIDS, MI 49546 | Advisory (Plan) | $49,088 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $39,523 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $16,024 |
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 | $166,817 | $106,028+57.3% | $146,958+13.5% | $77,643+114.9% |
| Participation rate | 99.4% | 78.4%+21.1pp | 82.2%+17.3pp | 70.6%+28.9pp |
| Annual return | 13.67% | 56.73%-43.1pp | 418.34%-404.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $9,910 | $4,063+143.9% | $4,933+100.9% | $2,726+263.6% |
| Participant deferral / active EE | $5,241 | $7,990-34.4% | $8,070-35.1% | $4,647+12.8% |
| Admin fee / account holder | $242 | $337-28.4% | $12,998-98.1% | $430-43.9% |