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 · EIN 42-1468222 5625 MILLS CIVIC PKWY STE 101 · WEST DES MOINES, IA 50266 | Contract Administrator | $11,911 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,795 |
Filed as: BROKERS INTERNATIONAL Service code 27 4135 NW URBANDALE DR · URBANDALE, IA 50322 | Advisory (Plan) | $9,703 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 27 5707 SW PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Advisory (Plan) | $1,367 |
Filed as: EMPOWER RETIREMENT ADVISORY SRVC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $35,561 | $49,138-27.6% | $84,015-57.7% | $65,185-45.4% |
| Participation rate | 63.1% | 60.7%+2.3pp | 69.0%-5.9pp | 70.2%-7.1pp |
| Annual return | 5.13% | 23.00%-17.9pp | 71.31%-66.2pp | 29.38%-24.3pp |
| Employer contribution / active EE | $315 | $914-65.5% | $1,983-84.1% | $2,177-85.5% |
| Participant deferral / active EE | $2,078 | $2,397-13.3% | $3,239-35.8% | $3,514-40.9% |
| Admin fee / account holder | $268 | $543-50.7% | $6,101-95.6% | $847-68.4% |