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 |
|---|---|---|
MAGNOLIA CAPITAL ADVISORS4 years Service code 27 · EIN 83-1488684 4500 I-55 NORTH, SUITE 291 · JACKSON, MS 39211 | Advisory (Plan) | $96,552 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,917 |
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 | $246,772 | $113,016+118.4% | $103,476+138.5% | $74,495+231.3% |
| Participation rate | 98.4% | 80.8%+17.7pp | 80.5%+17.9pp | 67.2%+31.2pp |
| Annual return | 10.05% | 23.24%-13.2pp | 23.90%-13.9pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $6,252 | $4,881+28.1% | $4,672+33.8% | $2,623+138.3% |
| Participant deferral / active EE | $7,241 | $7,279-0.5% | $6,623+9.3% | $4,346+66.6% |
| Admin fee / account holder | $12 | $1,709-99.3% | $9,413-99.9% | $1,942-99.4% |