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 GROUP2 years Filed as: THE FINWAY GROUP LLC Service code 13 5625 MILLS CIVIC PKWY · WEST DES MOINES, IA 50266 | Contract Administrator | $229,721 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $101,551 |
LION STREET ADVISORS LLC2 years Filed as: LION STREET ADVISORS Service code 27 515 CONGRESS AVE STE 2500 · AUSTIN, TX 78701 | Advisory (Plan) | $29,005 |
Service code 27 PO BOX 735399 · DALLAS, TX 753735399 | Advisory (Plan) | $23,072 |
DENMAN & COMPANY1 year Filed as: DENMAN & COMPANY LLP Service code 10 1601 22ND ST STE 400 · WEST DES MOINES, IA 50266 | Accounting | $11,000 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $661 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,581 | $53,136-95.1% | $155,509-98.3% | $199,593-98.7% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | -72.13% | 41.15%-113.3pp | 64.67%-136.8pp | 34.25%-106.4pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $960 | $3,161-69.6% | $5,626-82.9% | $5,087-81.1% |
| Admin fee / account holder | $119 | $185-36.0% | $15,912-99.3% | $269-55.9% |