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 GROUP5 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 | $14,641 |
CHANGE PATH LLC1 year Service code 27 11460 TOMAHAWK CREEK PKWY STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $8,843 |
Filed as: GREAT WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,926 |
Filed as: BROKERS INTERNATIONAL FINANCIAL SRV Service code 27 4135 NW URBANDALE DR · URBANDALE, IA 50322 | Advisory (Plan) | $3,135 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $1,703 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,599 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,429 | $49,451-34.4% | $79,550-59.2% | $66,914-51.5% |
| Participation rate | 65.0% | 61.3%+3.7pp | 69.5%-4.4pp | 69.8%-4.8pp |
| Annual return | -12.02% | 84.25%-96.3pp | 0.16%-12.2pp | 1.58%-13.6pp |
| Employer contribution / active EE | $441 | $1,266-65.2% | $2,413-81.7% | $2,544-82.7% |
| Participant deferral / active EE | $3,313 | $3,159+4.9% | $3,985-16.9% | $4,237-21.8% |
| Admin fee / account holder | $393 | $595-33.9% | $6,832-94.2% | $593-33.7% |