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 · EIN 42-1468222 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $8,610 |
Filed as: BROKERS INTERNATIONAL Service code 27 4135 NW URBANDALE DR · URBANDALE, IA 50322 | Advisory (Plan) | $7,567 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,321 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $989 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1 |
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 | $31,924 | $42,548-25.0% | $74,550-57.2% | $56,287-43.3% |
| Participation rate | 65.5% | 60.5%+5.0pp | 69.1%-3.7pp | 69.9%-4.4pp |
| Annual return | 3.45% | 12.40%-8.9pp | 32.53%-29.1pp | -9.96%+13.4pp |
| Employer contribution / active EE | $309 | $855-63.8% | $1,961-84.2% | $2,111-85.3% |
| Participant deferral / active EE | $1,845 | $2,277-19.0% | $3,108-40.6% | $3,350-44.9% |
| Admin fee / account holder | $228 | $467-51.2% | $5,060-95.5% | $521-56.2% |