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 GROUP6 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 | $11,419 |
CHANGE PATH LLC2 years Service code 27 11460 TOMAHAWK CREEK PKWY STE 200 · LEAWOOD, KS 66211 | Advisory (Plan) | $9,277 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,034 |
Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,024 |
Service code 99 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Other Fees | $1,281 |
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 | $33,351 | $54,701-39.0% | $86,188-61.3% | $71,457-53.3% |
| Participation rate | 68.5% | 60.1%+8.4pp | 69.0%-0.4pp | 67.9%+0.6pp |
| Annual return | 10.22% | 20.06%-9.8pp | 1168.45%-1158.2pp | 28.85%-18.6pp |
| Employer contribution / active EE | $1,271 | $1,265+0.5% | $2,380-46.6% | $2,588-50.9% |
| Participant deferral / active EE | $3,748 | $3,108+20.6% | $3,985-5.9% | $4,289-12.6% |
| Admin fee / account holder | $299 | $1,922-84.4% | $6,852-95.6% | $1,587-81.2% |